Ellenbecker Investment Group’s UMB Financial UMBF Stock Holding History

Ellenbecker Investment Group’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	$268K	Hold	1,874	–	–	0.03%	124
2026 Q1	$211K	Hold	1,874	–	–	0.03%	131
2025 Q4	$216K	Hold	1,874	–	–	0.03%	123
2025 Q3	$222K	Buy	+1,874	New	+$216K	0.03%	119
2025 Q1	–	Sell	-1,874	Closed	-$212K	–	116
2024 Q4	$212K	Buy	+1,874	New	+$217K	0.04%	111
2022 Q1	–	Sell	-1,965	Closed	-$208K	–	93
2021 Q4	$208K	Buy	+1,965	New	+$203K	0.06%	86
2021 Q2	–	Sell	-2,197	Closed	-$203K	–	70
2021 Q1	$203K	Buy	+2,197	New	+$182K	0.07%	66

Other funds holding UMBF

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ellenbecker Investment Group's UMBF Position: Q2 2026 in Review

Ellenbecker Investment Group held its UMB Financial (UMBF) position steady in Q2 2026 at 1,874 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #124.

Ellenbecker Investment Group first reported a position in UMBF in Q1 2021 and has held it in 7 quarters since. 129 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Ellenbecker Investment Group held 1,874 shares of UMB Financial worth $268K as of Q2 2026.
Ellenbecker Investment Group left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up 0.03% of Ellenbecker Investment Group's portfolio in Q2 2026, its #124 holding.
Ellenbecker Investment Group first reported a position in UMB Financial in Q1 2021 and has held it in 7 quarters since.
129 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.