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
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 $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cetera Investment Advisers's UMBF Position: Q1 2026 in Review

Cetera Investment Advisers reduced its UMB Financial (UMBF) stake by 4.2% in Q1 2026, selling an estimated $59.9K and leaving 11,497 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2673.

Cetera Investment Advisers first reported a position in UMBF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q4 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Cetera Investment Advisers held 11,497 shares of UMB Financial worth $1.3M as of Q1 2026.
  • Cetera Investment Advisers sold 498 UMB Financial shares in Q1 2026, an estimated $59.9K.
  • UMB Financial made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2673 holding.
  • Cetera Investment Advisers first reported a position in UMB Financial in Q4 2024 and has held it in 6 quarters since.
  • Cetera Investment Advisers's UMB Financial position peaked at $1.38M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.