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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
Q2 		– Sell
-2,724
Closed -$307K – 266
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 $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

First National Advisers's UMBF Position: Q2 2026 in Review

First National Advisers sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 2,724 shares — an estimated $307K sold.

First National Advisers first reported a position in UMBF in Q1 2024 and held it in 8 quarters. The position peaked at $443K in Q3 2025. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • First National Advisers reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • First National Advisers sold 2,724 UMB Financial shares in Q2 2026, an estimated $307K.
  • First National Advisers first reported a position in UMB Financial in Q1 2024 and held it in 8 quarters.
  • First National Advisers's UMB Financial position peaked at $443K in Q3 2025.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.