Focus Partners Wealth
UMBF icon

Focus Partners Wealth’s UMB Financial UMBF Stock Holding History

Focus Partners Wealth’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 		$878K Buy
7,787
+971
+14% +$117K ﹤0.01% 1680
2025
Q4 		$784K Buy
+6,816
New +$772K ﹤0.01% 1742

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 Wealth's UMBF Position: Q1 2026 in Review

Focus Partners Wealth increased its UMB Financial (UMBF) stake by 14% in Q1 2026, buying an estimated $117K and bringing the position to 7,787 shares worth $878K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Focus Partners Wealth first reported a position in UMBF in Q4 2025 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Focus Partners Wealth held 7,787 shares of UMB Financial worth $878K as of Q1 2026.
  • Focus Partners Wealth bought 971 UMB Financial shares in Q1 2026, an estimated $117K.
  • UMB Financial made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1680 holding.
  • Focus Partners Wealth first reported a position in UMB Financial in Q4 2025 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.