Continuum Advisory’s UMB Financial UMBF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.57K Buy
+25
New +$3.21K ﹤0.01% 1570
2025
Q1
Sell
-6
Closed -$677 1937
2024
Q4
$677 Hold
6
﹤0.01% 1688
2024
Q3
$737 Hold
6
﹤0.01% 1701
2024
Q2
$501 Buy
6
+1
+20% +$82 ﹤0.01% 1598
2024
Q1
$408 Buy
+5
New +$407 ﹤0.01% 1630

Other funds holding UMBF

Continuum Advisory's UMBF Position: Q2 2026 in Review

Continuum Advisory opened a new position in UMB Financial (UMBF) in Q2 2026: 25 shares worth $3.57K. The stake represents ﹤0.01% of the portfolio and ranks #1570 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in UMBF as recently as Q4 2024.

Continuum Advisory first reported a position in UMBF in Q1 2024 and has held it in 5 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Continuum Advisory held 25 shares of UMB Financial worth $3.57K as of Q2 2026.
  • UMB Financial was a new Continuum Advisory position in Q2 2026.
  • UMB Financial made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1570 holding.
  • Continuum Advisory first reported a position in UMB Financial in Q1 2024 and has held it in 5 quarters since.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.