Avantax Planning Partners’s UMB Financial UMBF Stock Holding History

Avantax Planning Partners’s Portfolio UMBF Stock Details UMBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$416K	Hold	2,916	–	–	0.01%	316
2026 Q1	$329K	Buy	2,916 +930	+47%	+$112K	0.01%	337
2025 Q4	$228K	Sell	1,986 -254	-11%	-$28.8K	0.01%	395
2025 Q3	$265K	Hold	2,240	–	–	0.01%	377
2025 Q2	$236K	Sell	2,240 -463	-17%	-$46.2K	0.01%	404
2025 Q1	$273K	Buy	+2,703	New	+$298K	0.01%	353
2018 Q4	–	Sell	-1,055	Closed	-$75K	–	1141
2018 Q3	$75K	Buy	+1,055	New	+$79.2K	0.01%	398
2018 Q2	–	Sell	-1,273	Closed	-$92K	–	1409
2018 Q1	$92K	Buy	+1,273	New	+$95.4K	0.01%	421

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Avantax Planning Partners's UMBF Position: Q2 2026 in Review

Avantax Planning Partners held its UMB Financial (UMBF) position steady in Q2 2026 at 2,916 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #316.

Avantax Planning Partners first reported a position in UMBF in Q1 2018 and has held it in 8 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Avantax Planning Partners held 2,916 shares of UMB Financial worth $416K as of Q2 2026.
Avantax Planning Partners left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #316 holding.
Avantax Planning Partners first reported a position in UMB Financial in Q1 2018 and has held it in 8 quarters since.
480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.