Cetera Investment Advisers
UMBF icon

Cetera Investment Advisers’s UMB Financial UMBF Stock Holding History

Cetera Investment Advisers’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 		$1.66M Buy
11,649
+152
+1% +$19.5K ﹤0.01% 2552
2026
Q1 		$1.3M Sell
11,497
-498
-4% -$59.9K ﹤0.01% 2673
2025
Q4 		$1.38M Buy
11,995
+3,582
+43% +$406K ﹤0.01% 2547
2025
Q3 		$996K Buy
8,413
+4,181
+99% +$482K ﹤0.01% 2770
2025
Q2 		$445K Buy
4,232
+269
+7% +$26.8K ﹤0.01% 3055
2025
Q1 		$401K Buy
3,963
+1,856
+88% +$205K ﹤0.01% 3035
2024
Q4 		$238K Buy
+2,107
New +$244K ﹤0.01% 3287

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Cetera Investment Advisers's UMBF Position: Q2 2026 in Review

Cetera Investment Advisers increased its UMB Financial (UMBF) stake by 1.3% in Q2 2026, buying an estimated $19.5K and bringing the position to 11,649 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

Cetera Investment Advisers first reported a position in UMBF in Q4 2024 and has held it in 7 quarters since. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Cetera Investment Advisers held 11,649 shares of UMB Financial worth $1.66M as of Q2 2026.
  • Cetera Investment Advisers bought 152 UMB Financial shares in Q2 2026, an estimated $19.5K.
  • UMB Financial made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2552 holding.
  • Cetera Investment Advisers first reported a position in UMB Financial in Q4 2024 and has held it in 7 quarters since.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.