BPI
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BFC Planning, Inc.’s UMB Financial UMBF Stock Holding History

BFC Planning, Inc.’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 		$158K Buy
1,104
+24
+2% +$3.08K 0.01% 1029
2026
Q1 		$122K Buy
1,080
+4
+0.4% +$481 0.01% 1043
2025
Q4 		$124K Buy
1,076
+4
+0.4% +$453 0.01% 1040
2025
Q3 		$127K Buy
1,072
+4
+0.4% +$461 0.01% 839
2025
Q2 		$112K Buy
1,068
+4
+0.4% +$399 0.01% 842
2025
Q1 		$108K Buy
1,064
+49
+5% +$5.4K 0.01% 832
2024
Q4 		$115K Buy
+1,015
New +$117K 0.01% 803

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 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 $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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 40.06% 1-Year Est. Return

BFC Planning, Inc.'s UMBF Position: Q2 2026 in Review

BFC Planning, Inc. increased its UMB Financial (UMBF) stake by 2.2% in Q2 2026, buying an estimated $3.08K and bringing the position to 1,104 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #1029.

BFC Planning, Inc. first reported a position in UMBF in Q4 2024 and has held it in 7 quarters since. 488 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • BFC Planning, Inc. held 1,104 shares of UMB Financial worth $158K as of Q2 2026.
  • BFC Planning, Inc. bought 24 UMB Financial shares in Q2 2026, an estimated $3.08K.
  • UMB Financial made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1029 holding.
  • BFC Planning, Inc. first reported a position in UMB Financial in Q4 2024 and has held it in 7 quarters since.
  • 488 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.