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First National Advisers’s UMB Financial UMBF Stock Holding History

First National Advisers’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 		$307K Sell
2,724
-845
-24% -$102K 0.05% 216
2025
Q4 		$411K Sell
3,569
-173
-5% -$19.6K 0.06% 179
2025
Q3 		$443K Buy
3,742
+172
+5% +$19.8K 0.06% 178
2025
Q2 		$375K Sell
3,570
-105
-3% -$10.5K 0.06% 182
2025
Q1 		$372K Buy
+3,675
New +$405K 0.06% 179
2024
Q4 		– Sell
-3,310
Closed -$348K – 222
2024
Q3 		$348K Buy
3,310
+262
+9% +$25.5K 0.06% 184
2024
Q2 		$254K Buy
3,048
+276
+10% +$22.6K 0.05% 197
2024
Q1 		$241K Buy
+2,772
New +$225K 0.05% 191

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 National Advisers's UMBF Position: Q1 2026 in Review

First National Advisers reduced its UMB Financial (UMBF) stake by 24% in Q1 2026, selling an estimated $102K and leaving 2,724 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #216.

First National Advisers first reported a position in UMBF in Q1 2024 and has held it in 8 quarters since. The position peaked at $443K in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • First National Advisers held 2,724 shares of UMB Financial worth $307K as of Q1 2026.
  • First National Advisers sold 845 UMB Financial shares in Q1 2026, an estimated $102K.
  • UMB Financial made up 0.05% of First National Advisers's portfolio in Q1 2026, its #216 holding.
  • First National Advisers first reported a position in UMB Financial in Q1 2024 and has held it in 8 quarters since.
  • First National Advisers's UMB Financial position peaked at $443K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.