EP
UMBF icon

Essential Partners’s UMB Financial UMBF Stock Holding History

Essential Partners’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 		$714 Sell
5
-12
-71% -$1.54K ﹤0.01% 2382
2026
Q1 		$1.92K Hold
17
– – ﹤0.01% 2024
2025
Q4 		$1.96K Sell
17
-55
-76% -$6.23K ﹤0.01% 1810
2025
Q3 		$8.52K Buy
72
+68
+1,700% +$7.84K ﹤0.01% 1221
2025
Q2 		$421 Buy
+4
New +$399 ﹤0.01% 1747

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 $3.38T AUM 44.17% 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

Essential Partners's UMBF Position: Q2 2026 in Review

Essential Partners reduced its UMB Financial (UMBF) stake by 71% in Q2 2026, selling an estimated $1.54K and leaving 5 shares worth $714. The position accounts for ﹤0.01% of the portfolio, ranked #2382.

Essential Partners first reported a position in UMBF in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.52K in Q3 2025. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Essential Partners held 5 shares of UMB Financial worth $714 as of Q2 2026.
  • Essential Partners sold 12 UMB Financial shares in Q2 2026, an estimated $1.54K.
  • UMB Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2382 holding.
  • Essential Partners first reported a position in UMB Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's UMB Financial position peaked at $8.52K in Q3 2025.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.