CVA Family Office’s UMB Financial UMBF Stock Holding History

CVA Family Office’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	$16.3K	Buy	114 +12	+12%	+$1.54K	﹤0.01%	876
2026 Q1	$11.5K	Buy	+102	New	+$12.3K	﹤0.01%	944

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CVA Family Office's UMBF Position: Q2 2026 in Review

CVA Family Office increased its UMB Financial (UMBF) stake by 12% in Q2 2026, buying an estimated $1.54K and bringing the position to 114 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

CVA Family Office first reported a position in UMBF in Q1 2026 and has held it in 2 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

CVA Family Office held 114 shares of UMB Financial worth $16.3K as of Q2 2026.
CVA Family Office bought 12 UMB Financial shares in Q2 2026, an estimated $1.54K.
UMB Financial made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #876 holding.
CVA Family Office first reported a position in UMB Financial in Q1 2026 and has held it in 2 quarters since.
480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.