First Affirmative Financial Network
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
Q3 		$286K Buy
+2,201
New +$314K 0.06% 305
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Powszechne Towarzystwo Emerytalne Allianz Polska
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $373M AUM 32.62% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Friday Financial
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

First Affirmative Financial Network's UMBF Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in UMB Financial (UMBF) in Q3 2026: 2,201 shares worth $286K. The stake represents 0.06% of the portfolio and ranks #305 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in UMBF as recently as Q1 2026.

First Affirmative Financial Network first reported a position in UMBF in Q1 2025 and has held it in 5 quarters since. The position peaked at $291K in Q3 2025. 91 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • First Affirmative Financial Network held 2,201 shares of UMB Financial worth $286K as of Q3 2026.
  • UMB Financial was a new First Affirmative Financial Network position in Q3 2026.
  • UMB Financial made up 0.06% of First Affirmative Financial Network's portfolio in Q3 2026, its #305 holding.
  • First Affirmative Financial Network first reported a position in UMB Financial in Q1 2025 and has held it in 5 quarters since.
  • First Affirmative Financial Network's UMB Financial position peaked at $291K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.