FFA
UMBF icon

Farther Finance Advisors’s UMB Financial UMBF Stock Holding History

Farther Finance 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 		$1.93M Sell
13,540
-14
-0.1% -$1.8K 0.02% 765
2026
Q1 		$1.55M Sell
13,554
-14
-0.1% -$1.69K 0.01% 763
2025
Q4 		$1.56M Buy
13,568
+13,319
+5,349% +$1.51M 0.02% 687
2025
Q3 		$29.5K Buy
249
+171
+219% +$19.7K ﹤0.01% 2779
2025
Q2 		$8.2K Sell
78
-19
-20% -$1.9K ﹤0.01% 3176
2025
Q1 		$9.75K Buy
97
+34
+54% +$3.75K ﹤0.01% 2751
2024
Q4 		$7.11K Sell
63
-10
-14% -$1.16K ﹤0.01% 2516
2024
Q3 		$7.67K Buy
73
+7
+11% +$682 ﹤0.01% 2471
2024
Q2 		$5.44K Buy
66
+18
+38% +$1.48K ﹤0.01% 2361
2024
Q1 		$4.06K Hold
48
– – ﹤0.01% 2161
2023
Q4 		$4.01K Buy
48
+42
+700% +$2.95K ﹤0.01% 2084
2023
Q3 		$372 Hold
6
– – ﹤0.01% 2341
2023
Q2 		$365 Buy
+6
New +$358 ﹤0.01% 2238

Other funds holding UMBF

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Farther Finance Advisors's UMBF Position: Q2 2026 in Review

Farther Finance Advisors reduced its UMB Financial (UMBF) stake by 0.1% in Q2 2026, selling an estimated $1.8K and leaving 13,540 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #765.

Farther Finance Advisors first reported a position in UMBF in Q2 2023 and has held it in 13 quarters since. 63 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Farther Finance Advisors held 13,540 shares of UMB Financial worth $1.93M as of Q2 2026.
  • Farther Finance Advisors sold 14 UMB Financial shares in Q2 2026, an estimated $1.8K.
  • UMB Financial made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #765 holding.
  • Farther Finance Advisors first reported a position in UMB Financial in Q2 2023 and has held it in 13 quarters since.
  • 63 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.