Diversify Advisory Services’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
Other funds holding UMBF
UB
Diversify Advisory Services's UMBF Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in UMB Financial (UMBF) in Q2 2026: 14,149 shares worth $1.99M. The stake represents 0.03% of the portfolio and ranks #413 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in UMBF as recently as Q2 2025.
Diversify Advisory Services first reported a position in UMBF in Q2 2025 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.
- Diversify Advisory Services held 14,149 shares of UMB Financial worth $1.99M as of Q2 2026.
- UMB Financial was a new Diversify Advisory Services position in Q2 2026.
- UMB Financial made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #413 holding.
- Diversify Advisory Services first reported a position in UMB Financial in Q2 2025 and has held it in 2 quarters since.
- 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.