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Confluence Wealth Services’s UMB Financial UMBF Stock Holding History

Confluence Wealth 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 		$347K Buy
+2,428
New +$312K 0.01% 387
2022
Q3 		– Sell
-3,300
Closed -$315K – 269
2022
Q2 		$315K Hold
3,300
– – 0.14% 192
2022
Q1 		$320K Hold
3,300
– – 0.12% 182
2021
Q4 		$350K Buy
+3,300
New +$340K 0.11% 174

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

Confluence Wealth Services's UMBF Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in UMB Financial (UMBF) in Q2 2026: 2,428 shares worth $347K. The stake represents 0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in UMBF as recently as Q2 2022.

Confluence Wealth Services first reported a position in UMBF in Q4 2021 and has held it in 4 quarters since. The position peaked at $350K in Q4 2021. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Confluence Wealth Services held 2,428 shares of UMB Financial worth $347K as of Q2 2026.
  • UMB Financial was a new Confluence Wealth Services position in Q2 2026.
  • UMB Financial made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #387 holding.
  • Confluence Wealth Services first reported a position in UMB Financial in Q4 2021 and has held it in 4 quarters since.
  • Confluence Wealth Services's UMB Financial position peaked at $350K in Q4 2021.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.