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Diversify Advisory Services’s UMB Financial UMBF Stock Holding History

Diversify Advisory Services’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
2025
Q3 		– Sell
-2,390
Closed -$274K – 913
2025
Q2 		$274K Buy
+2,390
New +$238K 0.01% 706

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Diversify Advisory Services's UMBF Position: Q3 2025 in Review

Diversify Advisory Services sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 2,390 shares — an estimated $274K sold.

Diversify Advisory Services first reported a position in UMBF in Q2 2025 and held it in 1 quarter. The position peaked at $274K in Q2 2025. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • Diversify Advisory Services reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 2,390 UMB Financial shares in Q3 2025, an estimated $274K.
  • Diversify Advisory Services first reported a position in UMB Financial in Q2 2025 and held it in 1 quarter.
  • Diversify Advisory Services's UMB Financial position peaked at $274K in Q2 2025.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Diversify Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.