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Concurrent Investment Advisors’s UMB Financial UMBF Stock Holding History

Concurrent Investment 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 		$561K Buy
3,928
+484
+14% +$62.2K ﹤0.01% 1334
2026
Q1 		$388K Sell
3,444
-2,980
-46% -$359K ﹤0.01% 1343
2025
Q4 		$739K Buy
6,424
+112
+2% +$12.7K 0.01% 966
2025
Q3 		$747K Buy
6,312
+44
+0.7% +$5.07K 0.01% 759
2025
Q2 		$659K Buy
6,268
+26
+0.4% +$2.59K 0.01% 748
2025
Q1 		$631K Buy
+6,242
New +$688K 0.02% 677

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

Concurrent Investment Advisors's UMBF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its UMB Financial (UMBF) stake by 14% in Q2 2026, buying an estimated $62.2K and bringing the position to 3,928 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Concurrent Investment Advisors first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. The position peaked at $747K in Q3 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Concurrent Investment Advisors held 3,928 shares of UMB Financial worth $561K as of Q2 2026.
  • Concurrent Investment Advisors bought 484 UMB Financial shares in Q2 2026, an estimated $62.2K.
  • UMB Financial made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1334 holding.
  • Concurrent Investment Advisors first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's UMB Financial position peaked at $747K in Q3 2025.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.