FNY Investment Advisers’s UMB Financial UMBF Stock Holding History

FNY Investment 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 Q3	$61K	Buy	+475	New	+$67.7K	0.02%	376
2026 Q2	–	Sell	-50	Closed	-$5K	–	1065
2026 Q1	$5K	Hold	50	–	–	﹤0.01%	608
2025 Q4	$5K	Hold	50	–	–	﹤0.01%	742
2025 Q3	$5K	Hold	50	–	–	﹤0.01%	930
2025 Q2	$5K	Buy	+50	New	+$4.99K	﹤0.01%	752
2025 Q1	–	Sell	-50	Closed	-$5K	–	994
2024 Q4	$5K	Hold	50	–	–	﹤0.01%	544
2024 Q3	$5K	Buy	+50	New	+$4.88K	﹤0.01%	555
2024 Q2	–	Sell	-50	Closed	-$4K	–	817
2024 Q1	$4K	Hold	50	–	–	﹤0.01%	544
2023 Q4	$4K	Hold	50	–	–	﹤0.01%	368
2023 Q3	$3K	Hold	50	–	–	﹤0.01%	514
2023 Q2	$3K	Hold	50	–	–	﹤0.01%	427
2023 Q1	$2K	Hold	50	–	–	﹤0.01%	487
2022 Q4	$4K	Buy	+50	New	+$4.2K	0.01%	384

Other funds holding UMBF

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

FNY Investment Advisers's UMBF Position: Q3 2026 in Review

FNY Investment Advisers opened a new position in UMB Financial (UMBF) in Q3 2026: 475 shares worth $61K. The stake represents 0.02% of the portfolio and ranks #376 among its holdings. This is a return to the name: FNY Investment Advisers previously reported a position in UMBF as recently as Q1 2026.

FNY Investment Advisers first reported a position in UMBF in Q4 2022 and has held it in 13 quarters since. 46 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

FNY Investment Advisers held 475 shares of UMB Financial worth $61K as of Q3 2026.
UMB Financial was a new FNY Investment Advisers position in Q3 2026.
UMB Financial made up 0.02% of FNY Investment Advisers's portfolio in Q3 2026, its #376 holding.
FNY Investment Advisers first reported a position in UMB Financial in Q4 2022 and has held it in 13 quarters since.
46 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on FNY Investment Advisers's 13F filing for Q3 2026, filed 16 Oct 2026.