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B. Riley Wealth Advisors’s UMB Financial UMBF Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-2,035
Closed -$234K – 1116
2025
Q4 		$234K Sell
2,035
-13
-0.6% -$1.47K 0.01% 800
2025
Q3 		$242K Buy
2,048
+65
+3% +$7.49K 0.01% 812
2025
Q2 		$209K Buy
+1,983
New +$198K 0.01% 884
2015
Q1 		– Sell
-130
Closed -$7 – 1906
2014
Q4 		$7 Buy
+130
New +$7.32K ﹤0.01% 3039
2014
Q3 		– Sell
-130
Closed -$8.24K – 1817
2014
Q2 		$8.24K Buy
+130
New +$7.75K ﹤0.01% 1864

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

B. Riley Wealth Advisors's UMBF Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of UMB Financial (UMBF) in Q1 2026, closing a stake of 2,035 shares — an estimated $234K sold.

B. Riley Wealth Advisors first reported a position in UMBF in Q2 2014 and held it in 5 quarters. The position peaked at $242K in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining UMB Financial position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,035 UMB Financial shares in Q1 2026, an estimated $234K.
  • B. Riley Wealth Advisors first reported a position in UMB Financial in Q2 2014 and held it in 5 quarters.
  • B. Riley Wealth Advisors's UMB Financial position peaked at $242K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.