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
Q3 		$1.78M Buy
13,703
+163
+1% +$23.2K 0.01% 832
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 $15.4B AUM 30.35% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Farther Finance Advisors's UMBF Position: Q3 2026 in Review

Farther Finance Advisors increased its UMB Financial (UMBF) stake by 1.2% in Q3 2026, buying an estimated $23.2K and bringing the position to 13,703 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #832.

Farther Finance Advisors first reported a position in UMBF in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.93M in Q2 2026. 16 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Farther Finance Advisors held 13,703 shares of UMB Financial worth $1.78M as of Q3 2026.
  • Farther Finance Advisors bought 163 UMB Financial shares in Q3 2026, an estimated $23.2K.
  • UMB Financial made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #832 holding.
  • Farther Finance Advisors first reported a position in UMB Financial in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's UMB Financial position peaked at $1.93M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.