Commonwealth Equity Services
UMBF icon

Commonwealth Equity Services’s UMB Financial UMBF Stock Holding History

Commonwealth Equity Services’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 		$751K Buy
5,263
+1,326
+34% +$170K ﹤0.01% 2955
2026
Q1 		$444K Buy
3,937
+29
+0.7% +$3.49K ﹤0.01% 3316
2025
Q4 		$450K Buy
3,908
+129
+3% +$14.6K ﹤0.01% 3262
2025
Q3 		$447K Sell
3,779
-608
-14% -$70.1K ﹤0.01% 3272
2025
Q2 		$461K Buy
4,387
+62
+1% +$6.18K ﹤0.01% 3211
2025
Q1 		$437K Buy
4,325
+665
+18% +$73.3K ﹤0.01% 3136
2024
Q4 		$413K Buy
3,660
+24
+0.7% +$2.77K ﹤0.01% 3131
2024
Q3 		$382K Sell
3,636
-3,023
-45% -$295K ﹤0.01% 3134
2024
Q2 		$556K Buy
6,659
+2,538
+62% +$208K ﹤0.01% 2745
2024
Q1 		$359K Buy
4,121
+396
+11% +$32.2K ﹤0.01% 3106
2023
Q4 		$311K Buy
3,725
+12
+0.3% +$844 ﹤0.01% 3140
2023
Q3 		$230K Sell
3,713
-3
-0.1% -$195 ﹤0.01% 3262
2023
Q2 		$226K Sell
3,716
-1
-0% -$60 ﹤0.01% 3300
2023
Q1 		$214 Sell
3,717
-44
-1% -$3.58K ﹤0.01% 3258
2022
Q4 		$314K Sell
3,761
-239
-6% -$20.1K ﹤0.01% 2832
2022
Q3 		$337K Buy
4,000
+1,366
+52% +$124K ﹤0.01% 2730
2022
Q2 		$226K Buy
2,634
+6
+0.2% +$544 ﹤0.01% 3091
2022
Q1 		$255K Buy
2,628
+4
+0.2% +$408 ﹤0.01% 3108
2021
Q4 		$278K Buy
2,624
+3
+0.1% +$309 ﹤0.01% 3045
2021
Q3 		$253K Sell
2,621
-121
-4% -$11K ﹤0.01% 3074
2021
Q2 		$255K Sell
2,742
-231
-8% -$21.9K ﹤0.01% 3052
2021
Q1 		$274K Buy
+2,973
New +$246K ﹤0.01% 2854

Other funds holding UMBF

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services's UMBF Position: Q2 2026 in Review

Commonwealth Equity Services increased its UMB Financial (UMBF) stake by 34% in Q2 2026, buying an estimated $170K and bringing the position to 5,263 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #2955.

Commonwealth Equity Services first reported a position in UMBF in Q1 2021 and has held it in 22 quarters since. 142 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Commonwealth Equity Services held 5,263 shares of UMB Financial worth $751K as of Q2 2026.
  • Commonwealth Equity Services bought 1,326 UMB Financial shares in Q2 2026, an estimated $170K.
  • UMB Financial made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2955 holding.
  • Commonwealth Equity Services first reported a position in UMB Financial in Q1 2021 and has held it in 22 quarters since.
  • 142 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.