EWA
UMBF icon

EverSource Wealth Advisors’s UMB Financial UMBF Stock Holding History

EverSource 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
Q1 		$44.7K Buy
396
+17
+4% +$2.05K ﹤0.01% 1982
2025
Q4 		$43.6K Buy
379
+7
+2% +$793 ﹤0.01% 1838
2025
Q3 		$44K Sell
372
-33
-8% -$3.8K ﹤0.01% 1794
2025
Q2 		$42.6K Buy
405
+267
+193% +$26.6K ﹤0.01% 1722
2025
Q1 		$14K Buy
138
+10
+8% +$1.1K ﹤0.01% 1906
2024
Q4 		$14.4K Buy
128
+34
+36% +$3.93K ﹤0.01% 1810
2024
Q3 		$9.88K Hold
94
– – ﹤0.01% 1873
2024
Q2 		$9.59K Buy
94
+2
+2% +$164 ﹤0.01% 1881
2024
Q1 		$7.33K Hold
92
– – ﹤0.01% 1848
2023
Q4 		$7.69K Buy
92
+25
+37% +$1.76K ﹤0.01% 1685
2023
Q3 		$4.16K Hold
67
– – ﹤0.01% 1773
2023
Q2 		$4.08K Buy
67
+60
+857% +$3.58K ﹤0.01% 1812
2023
Q1 		$404 Buy
+7
New +$569 ﹤0.01% 2273

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EverSource Wealth Advisors's UMBF Position: Q1 2026 in Review

EverSource Wealth Advisors increased its UMB Financial (UMBF) stake by 4.5% in Q1 2026, buying an estimated $2.05K and bringing the position to 396 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

EverSource Wealth Advisors first reported a position in UMBF in Q1 2023 and has held it in 13 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • EverSource Wealth Advisors held 396 shares of UMB Financial worth $44.7K as of Q1 2026.
  • EverSource Wealth Advisors bought 17 UMB Financial shares in Q1 2026, an estimated $2.05K.
  • UMB Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1982 holding.
  • EverSource Wealth Advisors first reported a position in UMB Financial in Q1 2023 and has held it in 13 quarters since.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.