Cerity Partners
UMBF icon

Cerity Partners’s UMB Financial UMBF Stock Holding History

Cerity Partners’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 		$3.21M Sell
22,506
-952
-4% -$122K ﹤0.01% 1316
2026
Q1 		$2.65M Buy
23,458
+294
+1% +$35.4K ﹤0.01% 1326
2025
Q4 		$2.66M Sell
23,164
-3,850
-14% -$436K ﹤0.01% 1244
2025
Q3 		$3.2M Buy
27,014
+4,987
+23% +$575K 0.01% 1079
2025
Q2 		$2.32M Buy
22,027
+3,099
+16% +$309K ﹤0.01% 1148
2025
Q1 		$1.91M Sell
18,928
-1,575
-8% -$174K ﹤0.01% 1148
2024
Q4 		$2.2M Sell
20,503
-766
-4% -$88.6K ﹤0.01% 1065
2024
Q3 		$2.24M Buy
21,269
+18,817
+767% +$1.83M ﹤0.01% 1044
2024
Q2 		$205K Sell
2,452
-516
-17% -$42.3K ﹤0.01% 2023
2024
Q1 		$258K Buy
+2,968
New +$241K ﹤0.01% 1953

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerity Partners's UMBF Position: Q2 2026 in Review

Cerity Partners reduced its UMB Financial (UMBF) stake by 4.1% in Q2 2026, selling an estimated $122K and leaving 22,506 shares worth $3.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Cerity Partners first reported a position in UMBF in Q1 2024 and has held it in 10 quarters since. 456 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Cerity Partners held 22,506 shares of UMB Financial worth $3.21M as of Q2 2026.
  • Cerity Partners sold 952 UMB Financial shares in Q2 2026, an estimated $122K.
  • UMB Financial made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1316 holding.
  • Cerity Partners first reported a position in UMB Financial in Q1 2024 and has held it in 10 quarters since.
  • 456 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.