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EP Wealth Advisors’s UMB Financial UMBF Stock Holding History

EP Wealth Advisors’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 		$795K Buy
5,570
+252
+5% +$32.4K ﹤0.01% 830
2026
Q1 		$600K Buy
5,318
+137
+3% +$16.5K ﹤0.01% 828
2025
Q4 		$596K Buy
+5,181
New +$587K ﹤0.01% 800
2025
Q2 		$589K Buy
5,598
+1,199
+27% +$120K ﹤0.01% 727
2025
Q1 		$445K Buy
4,399
+2,038
+86% +$225K ﹤0.01% 747
2024
Q4 		$266K Buy
2,361
+130
+6% +$15K ﹤0.01% 926
2024
Q3 		$235K Buy
+2,231
New +$218K ﹤0.01% 967

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

EP Wealth Advisors's UMBF Position: Q2 2026 in Review

EP Wealth Advisors increased its UMB Financial (UMBF) stake by 4.7% in Q2 2026, buying an estimated $32.4K and bringing the position to 5,570 shares worth $795K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

EP Wealth Advisors first reported a position in UMBF in Q3 2024 and has held it in 7 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • EP Wealth Advisors held 5,570 shares of UMB Financial worth $795K as of Q2 2026.
  • EP Wealth Advisors bought 252 UMB Financial shares in Q2 2026, an estimated $32.4K.
  • UMB Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #830 holding.
  • EP Wealth Advisors first reported a position in UMB Financial in Q3 2024 and has held it in 7 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.