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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
Q2 		$2.54M Sell
17,789
-94
-0.5% -$12.1K 0.18% 71
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 $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

Diversified Portfolios Inc's UMBF Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its UMB Financial (UMBF) stake by 0.53% in Q2 2026, selling an estimated $12.1K and leaving 17,789 shares worth $2.54M. The position accounts for 0.18% of the portfolio, ranked #71.

Diversified Portfolios Inc first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Diversified Portfolios Inc held 17,789 shares of UMB Financial worth $2.54M as of Q2 2026.
  • Diversified Portfolios Inc sold 94 UMB Financial shares in Q2 2026, an estimated $12.1K.
  • UMB Financial made up 0.18% of Diversified Portfolios Inc's portfolio in Q2 2026, its #71 holding.
  • Diversified Portfolios Inc first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.