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UMBF icon

Clearstead Advisors’s UMB Financial UMBF Stock Holding History

Clearstead Advisors’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 		$6.52K Buy
46
+36
+360% +$4.63K ﹤0.01% 2122
2026
Q1 		$1.13K Sell
10
-255
-96% -$30.7K ﹤0.01% 2023
2025
Q4 		$30.5K Sell
265
-28
-10% -$3.17K ﹤0.01% 1576
2025
Q3 		$34.7K Sell
293
-2,404
-89% -$277K ﹤0.01% 1410
2025
Q2 		$284K Buy
2,697
+374
+16% +$37.3K ﹤0.01% 784
2025
Q1 		$235K Buy
+2,323
New +$256K ﹤0.01% 781
2024
Q2 		– Sell
-47
Closed -$3.94K – 2073
2024
Q1 		$3.94K Buy
47
+18
+62% +$1.46K ﹤0.01% 1211
2023
Q4 		$2.42K Hold
29
– – ﹤0.01% 1256
2023
Q3 		$1.8K Buy
+29
New +$1.88K ﹤0.01% 1261

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
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

Clearstead Advisors's UMBF Position: Q2 2026 in Review

Clearstead Advisors increased its UMB Financial (UMBF) stake by 360% in Q2 2026, buying an estimated $4.63K and bringing the position to 46 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

Clearstead Advisors first reported a position in UMBF in Q3 2023 and has held it in 9 quarters since. The position peaked at $284K in Q2 2025. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Clearstead Advisors held 46 shares of UMB Financial worth $6.52K as of Q2 2026.
  • Clearstead Advisors bought 36 UMB Financial shares in Q2 2026, an estimated $4.63K.
  • UMB Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2122 holding.
  • Clearstead Advisors first reported a position in UMB Financial in Q3 2023 and has held it in 9 quarters since.
  • Clearstead Advisors's UMB Financial position peaked at $284K in Q2 2025.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.