Fifth Third Wealth Advisors
UMBF icon

Fifth Third Wealth Advisors’s UMB Financial UMBF Stock Holding History

Fifth Third 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
Q3 		– Sell
-1,486
Closed -$212K – 1159
2026
Q2 		$212K Buy
+1,486
New +$191K 0.01% 906

Other funds holding UMBF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Fifth Third Wealth Advisors's UMBF Position: Q3 2026 in Review

Fifth Third Wealth Advisors sold out of UMB Financial (UMBF) in Q3 2026, closing a stake of 1,486 shares — an estimated $212K sold.

Fifth Third Wealth Advisors first reported a position in UMBF in Q2 2026 and held it in 1 quarter. The position peaked at $212K in Q2 2026. 420 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Fifth Third Wealth Advisors reported no remaining UMB Financial position as of Q3 2026 after selling out during the quarter.
  • Fifth Third Wealth Advisors sold 1,486 UMB Financial shares in Q3 2026, an estimated $212K.
  • Fifth Third Wealth Advisors first reported a position in UMB Financial in Q2 2026 and held it in 1 quarter.
  • Fifth Third Wealth Advisors's UMB Financial position peaked at $212K in Q2 2026.
  • 420 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.