Envestnet Asset Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.1M | Buy |
140,449
+8,021
| +6% | +$1.03M | ﹤0.01% | 1447 |
|
|
2026
Q1 | $14.9M | Sell |
132,428
-24,020
| -15% | -$2.89M | ﹤0.01% | 1552 |
|
|
2025
Q4 | $18M | Sell |
156,448
-26,273
| -14% | -$2.98M | 0.01% | 1278 |
|
|
2025
Q3 | $21.6M | Buy |
182,721
+4,589
| +3% | +$529K | 0.01% | 1227 |
|
|
2025
Q2 | $18.7M | Sell |
178,132
-9,911
| -5% | -$988K | 0.01% | 1299 |
|
|
2025
Q1 | $19M | Buy |
188,043
+77,998
| +71% | +$8.6M | 0.01% | 1236 |
|
|
2024
Q4 | $12.4M | Sell |
110,045
-352
| -0.3% | -$40.7K | ﹤0.01% | 1494 |
|
|
2024
Q3 | $11.6M | Buy |
110,397
+49,903
| +82% | +$4.87M | ﹤0.01% | 1532 |
|
|
2024
Q2 | $5.05M | Sell |
60,494
-12,951
| -18% | -$1.06M | ﹤0.01% | 2017 |
|
|
2024
Q1 | $6.39M | Buy |
73,445
+8,421
| +13% | +$685K | ﹤0.01% | 1809 |
|
|
2023
Q4 | $5.43M | Buy |
65,024
+1,538
| +2% | +$108K | ﹤0.01% | 1839 |
|
|
2023
Q3 | $3.94M | Buy |
63,486
+10,456
| +20% | +$679K | ﹤0.01% | 1962 |
|
|
2023
Q2 | $3.23M | Buy |
53,030
+25,644
| +94% | +$1.53M | ﹤0.01% | 1972 |
|
|
2023
Q1 | $1.58M | Sell |
27,386
-8,320
| -23% | -$676K | ﹤0.01% | 2351 |
|
|
2022
Q4 | $2.98M | Sell |
35,706
-1,324
| -4% | -$111K | ﹤0.01% | 1908 |
|
|
2022
Q3 | $3.12M | Buy |
37,030
+1,630
| +5% | +$148K | ﹤0.01% | 1813 |
|
|
2022
Q2 | $3.05M | Sell |
35,400
-4,450
| -11% | -$403K | ﹤0.01% | 1832 |
|
|
2022
Q1 | $3.87M | Buy |
39,850
+5,446
| +16% | +$556K | ﹤0.01% | 1757 |
|
|
2021
Q4 | $3.65M | Buy |
34,404
+1,649
| +5% | +$170K | ﹤0.01% | 1774 |
|
|
2021
Q3 | $3.17M | Sell |
32,755
-1,147
| -3% | -$105K | ﹤0.01% | 1801 |
|
|
2021
Q2 | $3.15M | Buy |
33,902
+976
| +3% | +$92.7K | ﹤0.01% | 1780 |
|
|
2021
Q1 | $3.04M | Sell |
32,926
-1,860
| -5% | -$154K | ﹤0.01% | 1702 |
|
|
2020
Q4 | $2.4M | Buy |
34,786
+122
| +0.4% | +$7.82K | ﹤0.01% | 1649 |
|
|
2020
Q3 | $1.7M | Buy |
34,664
+2,924
| +9% | +$148K | ﹤0.01% | 1712 |
|
|
2020
Q2 | $1.64M | Buy |
31,740
+1,336
| +4% | +$65.5K | ﹤0.01% | 1692 |
|
|
2020
Q1 | $1.41M | Sell |
30,404
-860
| -3% | -$52.3K | ﹤0.01% | 1611 |
|
|
2019
Q4 | $2.15M | Sell |
31,264
-821
| -3% | -$54.5K | ﹤0.01% | 1570 |
|
|
2019
Q3 | $2.07M | Buy |
32,085
+383
| +1% | +$24.7K | ﹤0.01% | 1522 |
|
|
2019
Q2 | $2.09M | Buy |
31,702
+189
| +0.6% | +$12.5K | ﹤0.01% | 1528 |
|
|
2019
Q1 | $2.02M | Buy |
31,513
+1,599
| +5% | +$106K | ﹤0.01% | 1477 |
|
|
2018
Q4 | $1.82M | Buy |
+29,914
| New | +$1.94M | ﹤0.01% | 1388 |
|
|
2018
Q3 | – | Sell |
-4,911
| Closed | -$375K | – | 2548 |
|
|
2018
Q2 | $375K | Buy |
4,911
+420
| +9% | +$32.3K | ﹤0.01% | 1428 |
|
|
2018
Q1 | $332K | Sell |
4,491
-3,795
| -46% | -$284K | ﹤0.01% | 1368 |
|
|
2017
Q4 | $597K | Sell |
8,286
-416
| -5% | -$30.6K | ﹤0.01% | 1399 |
|
|
2017
Q3 | $650K | Sell |
8,702
-222
| -2% | -$15.5K | ﹤0.01% | 1341 |
|
|
2017
Q2 | $667K | Buy |
8,924
+24
| +0.3% | +$1.76K | ﹤0.01% | 1363 |
|
|
2017
Q1 | $672K | Buy |
8,900
+878
| +11% | +$67.2K | ﹤0.01% | 1389 |
|
|
2016
Q4 | $620K | Sell |
8,022
-168
| -2% | -$11.7K | ﹤0.01% | 1406 |
|
|
2016
Q3 | $487K | Buy |
8,190
+4,772
| +140% | +$273K | ﹤0.01% | 1582 |
|
|
2016
Q2 | $182K | Buy |
3,418
+986
| +41% | +$53.6K | ﹤0.01% | 2152 |
|
|
2016
Q1 | $126K | Sell |
2,432
-636
| -21% | -$30.6K | ﹤0.01% | 2292 |
|
|
2015
Q4 | $143K | Sell |
3,068
-143
| -4% | -$7.22K | ﹤0.01% | 2215 |
|
|
2015
Q3 | $163K | Sell |
3,211
-918
| -22% | -$48.4K | ﹤0.01% | 2121 |
|
|
2015
Q2 | $235K | Buy |
4,129
+45
| +1% | +$2.42K | ﹤0.01% | 2057 |
|
|
2015
Q1 | $216K | Buy |
4,084
+2,523
| +162% | +$131K | ﹤0.01% | 1929 |
|
|
2014
Q4 | $89K | Sell |
1,561
-278
| -15% | -$15.7K | ﹤0.01% | 1214 |
|
|
2014
Q3 | $100K | Sell |
1,839
-67
| -4% | -$3.87K | ﹤0.01% | 1294 |
|
|
2014
Q2 | $121K | Buy |
1,906
+239
| +14% | +$14.2K | ﹤0.01% | 1156 |
|
|
2014
Q1 | $108K | Sell |
1,667
-11
| -0.7% | -$687 | ﹤0.01% | 1120 |
|
|
2013
Q4 | $108K | Buy |
1,678
+21
| +1% | +$1.27K | ﹤0.01% | 994 |
|
|
2013
Q3 | $90K | Sell |
1,657
-263
| -14% | -$15.3K | ﹤0.01% | 1007 |
|
|
2013
Q2 | $107K | Buy |
+1,920
| New | +$97.8K | ﹤0.01% | 954 |
|
Other funds holding UMBF
UB
Envestnet Asset Management's UMBF Position: Q2 2026 in Review
Envestnet Asset Management increased its UMB Financial (UMBF) stake by 6.1% in Q2 2026, buying an estimated $1.03M and bringing the position to 140,449 shares worth $20.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1447.
Envestnet Asset Management first reported a position in UMBF in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.6M in Q3 2025. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.
- Envestnet Asset Management held 140,449 shares of UMB Financial worth $20.1M as of Q2 2026.
- Envestnet Asset Management bought 8,021 UMB Financial shares in Q2 2026, an estimated $1.03M.
- UMB Financial made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1447 holding.
- Envestnet Asset Management first reported a position in UMB Financial in Q2 2013 and has held it in 52 quarters since.
- Envestnet Asset Management's UMB Financial position peaked at $21.6M in Q3 2025.
- 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.