CAPTRUST Financial Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $61.2M | Sell |
428,347
-18,046
| -4% | -$2.32M | 0.09% | 186 |
|
|
2026
Q1 | $50.3M | Sell |
446,393
-13,026
| -3% | -$1.57M | 0.09% | 200 |
|
|
2025
Q4 | $52.9M | Sell |
459,419
-647
| -0.1% | -$73.3K | 0.1% | 180 |
|
|
2025
Q3 | $54.4M | Sell |
460,066
-5,842
| -1% | -$673K | 0.11% | 159 |
|
|
2025
Q2 | $49M | Sell |
465,908
-1,737
| -0.4% | -$173K | 0.11% | 165 |
|
|
2025
Q1 | $47.3M | Buy |
467,645
+6,614
| +1% | +$729K | 0.12% | 162 |
|
|
2024
Q4 | $52M | Buy |
461,031
+68,634
| +17% | +$7.94M | 0.15% | 130 |
|
|
2024
Q3 | $41.2M | Buy |
392,397
+282,783
| +258% | +$27.6M | 0.12% | 147 |
|
|
2024
Q2 | $9.14M | Buy |
109,614
+747
| +0.7% | +$61.3K | 0.03% | 372 |
|
|
2024
Q1 | $9.47M | Sell |
108,867
-9,262
| -8% | -$753K | 0.03% | 355 |
|
|
2023
Q4 | $9.87M | Sell |
118,129
-149
| -0.1% | -$10.5K | 0.03% | 374 |
|
|
2023
Q3 | $7.34M | Sell |
118,278
-1,266
| -1% | -$82.2K | 0.03% | 402 |
|
|
2023
Q2 | $7.28M | Sell |
119,544
-460
| -0.4% | -$27.4K | 0.03% | 389 |
|
|
2023
Q1 | $6.93M | Sell |
120,004
-2,184
| -2% | -$178K | 0.03% | 375 |
|
|
2022
Q4 | $10.2M | Buy |
122,188
+79
| +0.1% | +$6.64K | 0.05% | 295 |
|
|
2022
Q3 | $10.3M | Buy |
122,109
+121,083
| +11,801% | +$11M | 0.06% | 260 |
|
|
2022
Q2 | $89K | Buy |
1,026
+453
| +79% | +$41.1K | ﹤0.01% | 2288 |
|
|
2022
Q1 | $56K | Sell |
573
-90
| -14% | -$9.19K | ﹤0.01% | 2708 |
|
|
2021
Q4 | $71K | Buy |
663
+297
| +81% | +$30.6K | ﹤0.01% | 2409 |
|
|
2021
Q3 | $36K | Sell |
366
-1,829
| -83% | -$167K | ﹤0.01% | 2801 |
|
|
2021
Q2 | $205K | Sell |
2,195
-697
| -24% | -$66.2K | ﹤0.01% | 1504 |
|
|
2021
Q1 | $268K | Sell |
2,892
-206
| -7% | -$17K | ﹤0.01% | 1293 |
|
|
2020
Q4 | $215K | Buy |
3,098
+424
| +16% | +$27.2K | ﹤0.01% | 1159 |
|
|
2020
Q3 | $132K | Buy |
2,674
+184
| +7% | +$9.29K | ﹤0.01% | 1221 |
|
|
2020
Q2 | $121K | Buy |
2,490
+262
| +12% | +$12.8K | ﹤0.01% | 1261 |
|
|
2020
Q1 | $97K | Sell |
2,228
-1,757
| -44% | -$107K | ﹤0.01% | 1135 |
|
|
2019
Q4 | $275K | Buy |
3,985
+2,413
| +153% | +$160K | ﹤0.01% | 871 |
|
|
2019
Q3 | $102K | Buy |
1,572
+314
| +25% | +$20.3K | ﹤0.01% | 772 |
|
|
2019
Q2 | $83K | Sell |
1,258
-4
| -0.3% | -$264 | ﹤0.01% | 814 |
|
|
2019
Q1 | $81K | Buy |
1,262
+362
| +40% | +$23.9K | ﹤0.01% | 766 |
|
|
2018
Q4 | $55K | Sell |
900
-1
| -0.1% | -$65 | ﹤0.01% | 757 |
|
|
2018
Q3 | $64K | Buy |
+901
| New | +$67.7K | ﹤0.01% | 713 |
|
Other funds holding UMBF
UB
CAPTRUST Financial Advisors's UMBF Position: Q2 2026 in Review
CAPTRUST Financial Advisors reduced its UMB Financial (UMBF) stake by 4% in Q2 2026, selling an estimated $2.32M and leaving 428,347 shares worth $61.2M. The position accounts for 0.09% of the portfolio, ranked #186.
CAPTRUST Financial Advisors first reported a position in UMBF in Q3 2018 and has held it in 32 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.
- CAPTRUST Financial Advisors held 428,347 shares of UMB Financial worth $61.2M as of Q2 2026.
- CAPTRUST Financial Advisors sold 18,046 UMB Financial shares in Q2 2026, an estimated $2.32M.
- UMB Financial made up 0.09% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #186 holding.
- CAPTRUST Financial Advisors first reported a position in UMB Financial in Q3 2018 and has held it in 32 quarters since.
- 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.