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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
Q2 		$4.17M Buy
29,237
+1,155
+4% +$148K 0.04% 223
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 $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

Focus Partners Advisor Solutions's UMBF Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its UMB Financial (UMBF) stake by 4.1% in Q2 2026, buying an estimated $148K and bringing the position to 29,237 shares worth $4.17M. The position accounts for 0.04% of the portfolio, ranked #223.

Focus Partners Advisor Solutions first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Focus Partners Advisor Solutions held 29,237 shares of UMB Financial worth $4.17M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 1,155 UMB Financial shares in Q2 2026, an estimated $148K.
  • UMB Financial made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #223 holding.
  • Focus Partners Advisor Solutions first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.