DPI
UMBF icon

Diversified Portfolios Inc’s UMB Financial UMBF Stock Holding History

Diversified Portfolios Inc’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
Q1 		$2.02M Sell
17,883
-3,223
-15% -$388K 0.17% 69
2025
Q4 		$2.43M Hold
21,106
– – 0.2% 64
2025
Q3 		$2.5M Sell
21,106
-507
-2% -$58.4K 0.22% 61
2025
Q2 		$2.27M Buy
21,613
+7
+0% +$698 0.22% 61
2025
Q1 		$2.18M Buy
+21,606
New +$2.38M 0.23% 59

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Diversified Portfolios Inc's UMBF Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its UMB Financial (UMBF) stake by 15% in Q1 2026, selling an estimated $388K and leaving 17,883 shares worth $2.02M. The position accounts for 0.17% of the portfolio, ranked #69.

Diversified Portfolios Inc first reported a position in UMBF in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.5M in Q3 2025. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Diversified Portfolios Inc held 17,883 shares of UMB Financial worth $2.02M as of Q1 2026.
  • Diversified Portfolios Inc sold 3,223 UMB Financial shares in Q1 2026, an estimated $388K.
  • UMB Financial made up 0.17% of Diversified Portfolios Inc's portfolio in Q1 2026, its #69 holding.
  • Diversified Portfolios Inc first reported a position in UMB Financial in Q1 2025 and has held it in 5 quarters since.
  • Diversified Portfolios Inc's UMB Financial position peaked at $2.5M in Q3 2025.
  • 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.