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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
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 -$4 – 817
2024
Q1 		$4 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FNY Investment Advisers's UMBF Position: Q2 2026 in Review

FNY Investment Advisers sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 50 shares — an estimated $5K sold.

FNY Investment Advisers first reported a position in UMBF in Q4 2022 and held it in 12 quarters. The position peaked at $5K in Q1 2026. 274 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • FNY Investment Advisers reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • FNY Investment Advisers sold 50 UMB Financial shares in Q2 2026, an estimated $5K.
  • FNY Investment Advisers first reported a position in UMB Financial in Q4 2022 and held it in 12 quarters.
  • FNY Investment Advisers's UMB Financial position peaked at $5K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.