FWP
UMBF icon

FAS Wealth Partners’s UMB Financial UMBF Stock Holding History

FAS Wealth 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
Q1 		$560K Sell
4,965
-3
-0.1% -$361 0.03% 218
2025
Q4 		$571K Sell
4,968
-134
-3% -$15.2K 0.04% 218
2025
Q3 		$604K Sell
5,102
-39
-0.8% -$4.5K 0.04% 210
2025
Q2 		$541K Sell
5,141
-2,233
-30% -$223K 0.04% 210
2025
Q1 		$746K Buy
7,374
+52
+0.7% +$5.73K 0.06% 168
2024
Q4 		$826K Sell
7,322
-372
-5% -$43K 0.07% 163
2024
Q3 		$809K Sell
7,694
-1,547
-17% -$151K 0.06% 163
2024
Q2 		$771K Buy
9,241
+1,887
+26% +$155K 0.07% 159
2024
Q1 		$640K Buy
7,354
+27
+0.4% +$2.2K 0.06% 176
2023
Q4 		$612K Sell
7,327
-47
-0.6% -$3.31K 0.06% 179
2023
Q3 		$458K Sell
7,374
-865
-10% -$56.2K 0.05% 198
2023
Q2 		$502K Buy
8,239
+86
+1% +$5.13K 0.06% 177
2023
Q1 		$471K Buy
8,153
+309
+4% +$25.1K 0.05% 197
2022
Q4 		$655K Buy
7,844
+816
+12% +$68.6K 0.07% 180
2022
Q3 		$592K Buy
7,028
+12
+0.2% +$1.09K 0.07% 170
2022
Q2 		$604K Buy
7,016
+2,211
+46% +$200K 0.06% 174
2022
Q1 		$467K Buy
4,805
+376
+8% +$38.4K 0.04% 195
2021
Q4 		$470K Buy
4,429
+109
+3% +$11.2K 0.04% 203
2021
Q3 		$418K Buy
4,320
+8
+0.2% +$730 0.04% 199
2021
Q2 		$401K Buy
+4,312
New +$410K 0.04% 205

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

FAS Wealth Partners's UMBF Position: Q1 2026 in Review

FAS Wealth Partners reduced its UMB Financial (UMBF) stake by 0.06% in Q1 2026, selling an estimated $361 and leaving 4,965 shares worth $560K. The position accounts for 0.03% of the portfolio, ranked #218.

FAS Wealth Partners first reported a position in UMBF in Q2 2021 and has held it in 20 quarters since. The position peaked at $826K in Q4 2024. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • FAS Wealth Partners held 4,965 shares of UMB Financial worth $560K as of Q1 2026.
  • FAS Wealth Partners sold 3 UMB Financial shares in Q1 2026, an estimated $361.
  • UMB Financial made up 0.03% of FAS Wealth Partners's portfolio in Q1 2026, its #218 holding.
  • FAS Wealth Partners first reported a position in UMB Financial in Q2 2021 and has held it in 20 quarters since.
  • FAS Wealth Partners's UMB Financial position peaked at $826K in Q4 2024.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.