GKWIM
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Gerber Kawasaki Wealth & Investment Management’s UMB Financial UMBF Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$945K Sell
6,621
-161
-2% -$20.7K 0.03% 177
2026
Q1 		$765K Sell
6,782
-164
-2% -$19.7K 0.02% 178
2025
Q4 		$799K Sell
6,946
-71
-1% -$8.04K 0.03% 170
2025
Q3 		$831K Buy
+7,017
New +$809K 0.03% 171

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's UMBF Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its UMB Financial (UMBF) stake by 2.4% in Q2 2026, selling an estimated $20.7K and leaving 6,621 shares worth $945K. The position accounts for 0.03% of the portfolio, ranked #177.

Gerber Kawasaki Wealth & Investment Management first reported a position in UMBF in Q3 2025 and has held it in 4 quarters since. 279 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 6,621 shares of UMB Financial worth $945K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 161 UMB Financial shares in Q2 2026, an estimated $20.7K.
  • UMB Financial made up 0.03% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #177 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in UMB Financial in Q3 2025 and has held it in 4 quarters since.
  • 279 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.