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
Q2 		$1.05M Sell
7,373
-414
-5% -$53.2K ﹤0.01% 1631
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 $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 $3.38T AUM 44.17% 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 Wealth's UMBF Position: Q2 2026 in Review

Focus Partners Wealth reduced its UMB Financial (UMBF) stake by 5.3% in Q2 2026, selling an estimated $53.2K and leaving 7,373 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Focus Partners Wealth first reported a position in UMBF in Q4 2025 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Focus Partners Wealth held 7,373 shares of UMB Financial worth $1.05M as of Q2 2026.
  • Focus Partners Wealth sold 414 UMB Financial shares in Q2 2026, an estimated $53.2K.
  • UMB Financial made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1631 holding.
  • Focus Partners Wealth first reported a position in UMB Financial in Q4 2025 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.