First Trust Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $131M | Buy |
914,990
+15,590
| +2% | +$2M | 0.08% | 312 |
|
|
2026
Q1 | $101M | Buy |
899,400
+96,149
| +12% | +$11.6M | 0.07% | 343 |
|
|
2025
Q4 | $92.4M | Buy |
803,251
+222,325
| +38% | +$25.2M | 0.07% | 363 |
|
|
2025
Q3 | $68.8M | Buy |
580,926
+178,297
| +44% | +$20.5M | 0.05% | 445 |
|
|
2025
Q2 | $42.3M | Buy |
402,629
+121,043
| +43% | +$12.1M | 0.03% | 621 |
|
|
2025
Q1 | $28.5M | Buy |
281,586
+154,955
| +122% | +$17.1M | 0.03% | 752 |
|
|
2024
Q4 | $14.3M | Sell |
126,631
-853
| -0.7% | -$98.6K | 0.01% | 960 |
|
|
2024
Q3 | $13.4M | Buy |
127,484
+25,814
| +25% | +$2.52M | 0.01% | 948 |
|
|
2024
Q2 | $8.48M | Buy |
101,670
+13,248
| +15% | +$1.09M | 0.01% | 1073 |
|
|
2024
Q1 | $7.69M | Sell |
88,422
-167
| -0.2% | -$13.6K | 0.01% | 1106 |
|
|
2023
Q4 | $7.4M | Sell |
88,589
-62,533
| -41% | -$4.4M | 0.01% | 1103 |
|
|
2023
Q3 | $9.38M | Sell |
151,122
-62,541
| -29% | -$4.06M | 0.01% | 1001 |
|
|
2023
Q2 | $13M | Buy |
213,663
+103,814
| +95% | +$6.19M | 0.01% | 919 |
|
|
2023
Q1 | $6.34M | Buy |
109,849
+16,963
| +18% | +$1.38M | 0.01% | 1128 |
|
|
2022
Q4 | $7.76M | Buy |
92,886
+1,222
| +1% | +$103K | 0.01% | 1035 |
|
|
2022
Q3 | $7.73M | Buy |
91,664
+9,649
| +12% | +$873K | 0.01% | 1024 |
|
|
2022
Q2 | $7.06M | Sell |
82,015
-15,731
| -16% | -$1.43M | 0.01% | 1077 |
|
|
2022
Q1 | $9.5M | Sell |
97,746
-14,416
| -13% | -$1.47M | 0.01% | 1068 |
|
|
2021
Q4 | $11.9M | Buy |
112,162
+49,402
| +79% | +$5.1M | 0.01% | 999 |
|
|
2021
Q3 | $6.07M | Sell |
62,760
-3,133
| -5% | -$286K | 0.01% | 1196 |
|
|
2021
Q2 | $6.13M | Buy |
65,893
+12,608
| +24% | +$1.2M | 0.01% | 1221 |
|
|
2021
Q1 | $4.92M | Sell |
53,285
-54,492
| -51% | -$4.5M | 0.01% | 1252 |
|
|
2020
Q4 | $7.44M | Buy |
107,777
+4,853
| +5% | +$311K | 0.01% | 940 |
|
|
2020
Q3 | $5.04M | Buy |
102,924
+2,657
| +3% | +$134K | 0.01% | 962 |
|
|
2020
Q2 | $5.17M | Buy |
100,267
+57,756
| +136% | +$2.83M | 0.01% | 972 |
|
|
2020
Q1 | $1.97M | Buy |
42,511
+3,376
| +9% | +$205K | ﹤0.01% | 1274 |
|
|
2019
Q4 | $2.69M | Buy |
39,135
+536
| +1% | +$35.6K | ﹤0.01% | 1410 |
|
|
2019
Q3 | $2.49M | Sell |
38,599
-9,801
| -20% | -$633K | ﹤0.01% | 1401 |
|
|
2019
Q2 | $3.19M | Sell |
48,400
-19,514
| -29% | -$1.29M | 0.01% | 1307 |
|
|
2019
Q1 | $4.35M | Sell |
67,914
-7,610
| -10% | -$503K | 0.01% | 1096 |
|
|
2018
Q4 | $4.61M | Sell |
75,524
-18,013
| -19% | -$1.17M | 0.01% | 1005 |
|
|
2018
Q3 | $6.63M | Buy |
93,537
+2,659
| +3% | +$200K | 0.01% | 995 |
|
|
2018
Q2 | $6.93M | Buy |
90,878
+32,084
| +55% | +$2.47M | 0.01% | 935 |
|
|
2018
Q1 | $4.26M | Sell |
58,794
-11,338
| -16% | -$849K | 0.01% | 1066 |
|
|
2017
Q4 | $5.04M | Sell |
70,132
-14,876
| -17% | -$1.09M | 0.01% | 1020 |
|
|
2017
Q3 | $6.33M | Sell |
85,008
-22,715
| -21% | -$1.59M | 0.02% | 944 |
|
|
2017
Q2 | $8.06M | Buy |
107,723
+8,984
| +9% | +$658K | 0.02% | 831 |
|
|
2017
Q1 | $7.44M | Buy |
98,739
+5,081
| +5% | +$389K | 0.02% | 878 |
|
|
2016
Q4 | $7.22M | Buy |
93,658
+37,030
| +65% | +$2.57M | 0.02% | 873 |
|
|
2016
Q3 | $3.37M | Sell |
56,628
-857
| -1% | -$49.1K | 0.01% | 1110 |
|
|
2016
Q2 | $3.06M | Buy |
57,485
+1,400
| +2% | +$76.1K | 0.01% | 1094 |
|
|
2016
Q1 | $2.9M | Sell |
56,085
-13,446
| -19% | -$646K | 0.01% | 1117 |
|
|
2015
Q4 | $3.24M | Buy |
69,531
+27,542
| +66% | +$1.39M | 0.01% | 1148 |
|
|
2015
Q3 | $2.13M | Buy |
41,989
+8,573
| +26% | +$452K | 0.01% | 1367 |
|
|
2015
Q2 | $1.91M | Buy |
33,416
+12,293
| +58% | +$661K | ﹤0.01% | 1571 |
|
|
2015
Q1 | $1.12M | Sell |
21,123
-18,564
| -47% | -$963K | ﹤0.01% | 1716 |
|
|
2014
Q4 | $2.26M | Buy |
39,687
+6,795
| +21% | +$383K | 0.01% | 1382 |
|
|
2014
Q3 | $1.79M | Sell |
32,892
-5,998
| -15% | -$346K | 0.01% | 1448 |
|
|
2014
Q2 | $2.46M | Buy |
38,890
+17,415
| +81% | +$1.04M | 0.01% | 1252 |
|
|
2014
Q1 | $1.39M | Sell |
21,475
-2,554
| -11% | -$160K | 0.01% | 1553 |
|
|
2013
Q4 | $1.54M | Buy |
24,029
+8,173
| +52% | +$496K | 0.01% | 1458 |
|
|
2013
Q3 | $862K | Buy |
15,856
+5,011
| +46% | +$292K | ﹤0.01% | 1623 |
|
|
2013
Q2 | $604K | Buy |
+10,845
| New | +$553K | ﹤0.01% | 1711 |
|
Other funds holding UMBF
UB
First Trust Advisors's UMBF Position: Q2 2026 in Review
First Trust Advisors increased its UMB Financial (UMBF) stake by 1.7% in Q2 2026, buying an estimated $2M and bringing the position to 914,990 shares worth $131M. The position accounts for 0.08% of the portfolio, ranked #312.
First Trust Advisors first reported a position in UMBF in Q2 2013 and has held it in 53 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.
- First Trust Advisors held 914,990 shares of UMB Financial worth $131M as of Q2 2026.
- First Trust Advisors bought 15,590 UMB Financial shares in Q2 2026, an estimated $2M.
- UMB Financial made up 0.08% of First Trust Advisors's portfolio in Q2 2026, its #312 holding.
- First Trust Advisors first reported a position in UMB Financial in Q2 2013 and has held it in 53 quarters since.
- 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.
Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.