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Focus Partners Advisor Solutions’s UMB Financial UMBF Stock Holding History

Focus Partners Advisor Solutions’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 		$3.17M Buy
28,082
+1,805
+7% +$217K 0.03% 259
2025
Q4 		$3.02M Sell
26,277
-1,391
-5% -$158K 0.04% 232
2025
Q3 		$3.26M Buy
27,668
+1,581
+6% +$182K 0.04% 244
2025
Q2 		$2.74M Buy
26,087
+986
+4% +$98.3K 0.04% 228
2025
Q1 		$2.54M Buy
+25,101
New +$2.77M 0.04% 221

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

Focus Partners Advisor Solutions's UMBF Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its UMB Financial (UMBF) stake by 6.9% in Q1 2026, buying an estimated $217K and bringing the position to 28,082 shares worth $3.17M. The position accounts for 0.03% of the portfolio, ranked #259.

Focus Partners Advisor Solutions first reported a position in UMBF in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.26M in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Focus Partners Advisor Solutions held 28,082 shares of UMB Financial worth $3.17M as of Q1 2026.
  • Focus Partners Advisor Solutions bought 1,805 UMB Financial shares in Q1 2026, an estimated $217K.
  • UMB Financial made up 0.03% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #259 holding.
  • Focus Partners Advisor Solutions first reported a position in UMB Financial in Q1 2025 and has held it in 5 quarters since.
  • Focus Partners Advisor Solutions's UMB Financial position peaked at $3.26M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.