FAFN
UMBF icon

First Affirmative Financial Network’s UMB Financial UMBF Stock Holding History

First Affirmative Financial Network’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 		$256K Buy
+2,272
New +$273K 0.1% 248
2025
Q3 		$291K Buy
2,462
+73
+3% +$8.41K 0.14% 194
2025
Q2 		$251K Sell
2,389
-40
-2% -$3.99K 0.13% 210
2025
Q1 		$246K Buy
+2,429
New +$268K 0.15% 190

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

First Affirmative Financial Network's UMBF Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in UMB Financial (UMBF) in Q1 2026: 2,272 shares worth $256K. The stake represents 0.1% of the portfolio and ranks #248 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in UMBF as recently as Q3 2025.

First Affirmative Financial Network first reported a position in UMBF in Q1 2025 and has held it in 4 quarters since. The position peaked at $291K in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • First Affirmative Financial Network held 2,272 shares of UMB Financial worth $256K as of Q1 2026.
  • UMB Financial was a new First Affirmative Financial Network position in Q1 2026.
  • UMB Financial made up 0.1% of First Affirmative Financial Network's portfolio in Q1 2026, its #248 holding.
  • First Affirmative Financial Network first reported a position in UMB Financial in Q1 2025 and has held it in 4 quarters since.
  • First Affirmative Financial Network's UMB Financial position peaked at $291K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.