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
Q2 		$43.3K Sell
303
-93
-23% -$12K ﹤0.01% 1874
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 $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

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

EverSource Wealth Advisors reduced its UMB Financial (UMBF) stake by 23% in Q2 2026, selling an estimated $12K and leaving 303 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

EverSource Wealth Advisors first reported a position in UMBF in Q1 2023 and has held it in 14 quarters since. The position peaked at $44.7K in Q1 2026. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • EverSource Wealth Advisors held 303 shares of UMB Financial worth $43.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 93 UMB Financial shares in Q2 2026, an estimated $12K.
  • UMB Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1874 holding.
  • EverSource Wealth Advisors first reported a position in UMB Financial in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's UMB Financial position peaked at $44.7K in Q1 2026.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.