Envestnet Portfolio Solutions
UMBF icon

Envestnet Portfolio Solutions’s UMB Financial UMBF Stock Holding History

Envestnet Portfolio Solutions’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 		$1.07M Sell
7,464
-187
-2% -$24K 0.01% 683
2026
Q1 		$863K Sell
7,651
-2,098
-22% -$253K ﹤0.01% 684
2025
Q4 		$1.12M Buy
9,749
+26
+0.3% +$2.94K ﹤0.01% 718
2025
Q3 		$1.15M Sell
9,723
-565
-5% -$65.1K ﹤0.01% 696
2025
Q2 		$1.08M Buy
10,288
+4,756
+86% +$474K ﹤0.01% 765
2025
Q1 		$559K Sell
5,532
-478
-8% -$52.7K ﹤0.01% 1000
2024
Q4 		$678K Buy
6,010
+232
+4% +$26.8K ﹤0.01% 1091
2024
Q3 		$607K Buy
5,778
+1,225
+27% +$119K ﹤0.01% 1094
2024
Q2 		$380K Buy
4,553
+1,246
+38% +$102K ﹤0.01% 1251
2024
Q1 		$288K Sell
3,307
-83
-2% -$6.75K ﹤0.01% 1382
2023
Q4 		$283K Buy
+3,390
New +$238K ﹤0.01% 1327

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

Envestnet Portfolio Solutions's UMBF Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its UMB Financial (UMBF) stake by 2.4% in Q2 2026, selling an estimated $24K and leaving 7,464 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #683.

Envestnet Portfolio Solutions first reported a position in UMBF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q3 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Envestnet Portfolio Solutions held 7,464 shares of UMB Financial worth $1.07M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 187 UMB Financial shares in Q2 2026, an estimated $24K.
  • UMB Financial made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #683 holding.
  • Envestnet Portfolio Solutions first reported a position in UMB Financial in Q4 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's UMB Financial position peaked at $1.15M in Q3 2025.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.