Capital Advisors Ltd’s UMB Financial UMBF Stock Holding History

Capital Advisors Ltd’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	$2K	Hold	15	–	–	﹤0.01%	1148
2026 Q1	$2K	Hold	15	–	–	﹤0.01%	1127
2025 Q4	$2K	Hold	15	–	–	﹤0.01%	1109
2025 Q3	$2K	Hold	15	–	–	﹤0.01%	1101
2025 Q2	$2K	Hold	15	–	–	﹤0.01%	1107
2025 Q1	$2K	Buy	15 +2	+15%	+$221	﹤0.01%	1096
2024 Q4	$1K	Hold	13	–	–	﹤0.01%	1315
2024 Q3	$1K	Hold	13	–	–	﹤0.01%	1305
2024 Q2	$1K	Hold	13	–	–	﹤0.01%	1306
2024 Q1	$1K	Hold	13	–	–	﹤0.01%	1285
2023 Q4	$1K	Hold	13	–	–	﹤0.01%	1233
2023 Q3	$1K	Hold	13	–	–	﹤0.01%	1228
2023 Q2	$1K	Buy	+13	New	+$776	﹤0.01%	1230
2022 Q4	–	Sell	-14	Closed	-$1K	–	1659
2022 Q3	$1K	Buy	+14	New	+$1.27K	﹤0.01%	1141

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

Capital Advisors Ltd's UMBF Position: Q2 2026 in Review

Capital Advisors Ltd held its UMB Financial (UMBF) position steady in Q2 2026 at 15 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Capital Advisors Ltd first reported a position in UMBF in Q3 2022 and has held it in 14 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Capital Advisors Ltd held 15 shares of UMB Financial worth $2K as of Q2 2026.
Capital Advisors Ltd left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1148 holding.
Capital Advisors Ltd first reported a position in UMB Financial in Q3 2022 and has held it in 14 quarters since.
480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.