Bell Investment Advisors’s UMB Financial UMBF Stock Holding History

Bell Investment 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 Q2	$3.14K	Hold	22	–	–	﹤0.01%	1174
2026 Q1	$2.48K	Hold	22	–	–	﹤0.01%	1249
2025 Q4	$2.53K	Hold	22	–	–	﹤0.01%	1265
2025 Q3	$2.6K	Hold	22	–	–	﹤0.01%	1226
2025 Q2	$2.31K	Hold	22	–	–	﹤0.01%	1318
2025 Q1	$2.23K	Hold	22	–	–	﹤0.01%	1266
2024 Q4	$2.48K	Hold	22	–	–	﹤0.01%	1241
2024 Q3	$2.31K	Hold	22	–	–	﹤0.01%	1292
2024 Q2	$1.84K	Hold	22	–	–	﹤0.01%	1385
2024 Q1	$1.91K	Hold	22	–	–	﹤0.01%	1380
2023 Q4	$1.84K	Sell	22 -9	-29%	-$633	﹤0.01%	1359
2023 Q3	$1.92K	Hold	31	–	–	﹤0.01%	1291
2023 Q2	$1.89K	Sell	31 -12	-28%	-$716	﹤0.01%	1330
2023 Q1	$2.48K	Buy	43 +15	+54%	+$1.22K	﹤0.01%	1138
2022 Q4	$2.34K	Buy	28 +6	+27%	+$504	﹤0.01%	1204
2022 Q3	$2K	Hold	22	–	–	﹤0.01%	1236
2022 Q2	$2K	Buy	+22	New	+$1.99K	﹤0.01%	1251
2021 Q4	$2K	Hold	22	–	–	﹤0.01%	1246
2021 Q3	$2K	Buy	+22	New	+$2.01K	﹤0.01%	1172

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

Bell Investment Advisors's UMBF Position: Q2 2026 in Review

Bell Investment Advisors held its UMB Financial (UMBF) position steady in Q2 2026 at 22 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Bell Investment Advisors first reported a position in UMBF in Q3 2021 and has held it in 19 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Bell Investment Advisors held 22 shares of UMB Financial worth $3.14K as of Q2 2026.
Bell Investment Advisors left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1174 holding.
Bell Investment Advisors first reported a position in UMB Financial in Q3 2021 and has held it in 19 quarters since.
480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.