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Beacon Pointe Advisors’s UMB Financial UMBF Stock Holding History

Beacon Pointe 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 		$264K Buy
+2,342
New +$282K ﹤0.01% 1607

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

Beacon Pointe Advisors's UMBF Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in UMB Financial (UMBF) in Q1 2026: 2,342 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #1607 among its holdings.

449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Beacon Pointe Advisors held 2,342 shares of UMB Financial worth $264K as of Q1 2026.
  • UMB Financial was a new Beacon Pointe Advisors position in Q1 2026.
  • UMB Financial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1607 holding.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.