GHP Investment Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.09M | Buy |
49,629
+889
| +2% | +$114K | 0.26% | 125 |
|
|
2026
Q1 | $5.5M | Buy |
48,740
+1,995
| +4% | +$240K | 0.23% | 140 |
|
|
2025
Q4 | $5.38M | Buy |
46,745
+858
| +2% | +$97.2K | 0.22% | 141 |
|
|
2025
Q3 | $5.43M | Buy |
45,887
+642
| +1% | +$74K | 0.23% | 141 |
|
|
2025
Q2 | $4.76M | Buy |
45,245
+707
| +2% | +$70.5K | 0.21% | 147 |
|
|
2025
Q1 | $4.5M | Buy |
44,538
+48
| +0.1% | +$5.29K | 0.22% | 152 |
|
|
2024
Q4 | $5.02M | Sell |
44,490
-226
| -0.5% | -$26.1K | 0.23% | 144 |
|
|
2024
Q3 | $4.7M | Buy |
44,716
+611
| +1% | +$59.6K | 0.22% | 158 |
|
|
2024
Q2 | $3.68M | Sell |
44,105
-204
| -0.5% | -$16.7K | 0.18% | 170 |
|
|
2024
Q1 | $3.85M | Buy |
44,309
+259
| +0.6% | +$21.1K | 0.19% | 170 |
|
|
2023
Q4 | $3.68M | Sell |
44,050
-309
| -0.7% | -$21.7K | 0.2% | 163 |
|
|
2023
Q3 | $2.74M | Buy |
44,359
+1,239
| +3% | +$80.5K | 0.17% | 180 |
|
|
2023
Q2 | $2.99M | Buy |
43,120
+3,193
| +8% | +$191K | 0.17% | 179 |
|
|
2023
Q1 | $2.3M | Buy |
39,927
+285
| +0.7% | +$23.2K | 0.15% | 204 |
|
|
2022
Q4 | $3.31M | Sell |
39,642
-4,183
| -10% | -$351K | 0.22% | 159 |
|
|
2022
Q3 | $3.69M | Buy |
43,825
+529
| +1% | +$47.9K | 0.28% | 129 |
|
|
2022
Q2 | $3.73M | Buy |
43,296
+1,942
| +5% | +$176K | 0.28% | 130 |
|
|
2022
Q1 | $4.02M | Buy |
41,354
+3,304
| +9% | +$337K | 0.26% | 135 |
|
|
2021
Q4 | $4.04M | Buy |
38,050
+3,959
| +12% | +$408K | 0.29% | 121 |
|
|
2021
Q3 | $3.3M | Buy |
34,091
+1,442
| +4% | +$132K | 0.26% | 132 |
|
|
2021
Q2 | $3.04M | Buy |
32,649
+534
| +2% | +$50.7K | 0.24% | 134 |
|
|
2021
Q1 | $2.96M | Buy |
32,115
+1,548
| +5% | +$128K | 0.26% | 131 |
|
|
2020
Q4 | $2.11M | Buy |
30,567
+3,205
| +12% | +$206K | 0.2% | 149 |
|
|
2020
Q3 | $1.34M | Buy |
27,362
+4,205
| +18% | +$212K | 0.15% | 163 |
|
|
2020
Q2 | $1.19M | Buy |
23,157
+7,373
| +47% | +$361K | 0.15% | 168 |
|
|
2020
Q1 | $732K | Buy |
15,784
+2,460
| +18% | +$150K | 0.11% | 191 |
|
|
2019
Q4 | $915K | Buy |
13,324
+1,801
| +16% | +$120K | 0.1% | 201 |
|
|
2019
Q3 | $744K | Sell |
11,523
-3,271
| -22% | -$211K | 0.09% | 205 |
|
|
2019
Q2 | $974K | Buy |
14,794
+734
| +5% | +$48.4K | 0.12% | 195 |
|
|
2019
Q1 | $900K | Buy |
14,060
+857
| +6% | +$56.7K | 0.12% | 192 |
|
|
2018
Q4 | $805K | Buy |
13,203
+2,457
| +23% | +$159K | 0.12% | 189 |
|
|
2018
Q3 | $762K | Sell |
10,746
-180
| -2% | -$13.5K | 0.1% | 197 |
|
|
2018
Q2 | $833K | Buy |
10,926
+140
| +1% | +$10.8K | 0.12% | 188 |
|
|
2018
Q1 | $781K | Buy |
10,786
+1,623
| +18% | +$122K | 0.11% | 194 |
|
|
2017
Q4 | $659K | Buy |
9,163
+113
| +1% | +$8.3K | 0.09% | 205 |
|
|
2017
Q3 | $674K | Buy |
9,050
+857
| +10% | +$60K | 0.1% | 207 |
|
|
2017
Q2 | $613K | Buy |
8,193
+2
| +0% | +$146 | 0.1% | 213 |
|
|
2017
Q1 | $617K | Buy |
8,191
+3
| +0% | +$230 | 0.11% | 203 |
|
|
2016
Q4 | $631K | Buy |
8,188
+2
| +0% | +$139 | 0.12% | 196 |
|
|
2016
Q3 | $487K | Buy |
8,186
+3
| +0% | +$172 | 0.1% | 209 |
|
|
2016
Q2 | $435K | Buy |
8,183
+218
| +3% | +$11.8K | 0.09% | 217 |
|
|
2016
Q1 | $411K | Buy |
7,965
+2
| +0% | +$96 | 0.09% | 216 |
|
|
2015
Q4 | $371K | Sell |
7,963
-648
| -8% | -$32.7K | 0.09% | 221 |
|
|
2015
Q3 | $438K | Hold |
8,611
| – | – | 0.11% | 191 |
|
|
2015
Q2 | $476K | Buy |
8,611
+289
| +3% | +$15.5K | 0.12% | 186 |
|
|
2015
Q1 | $440K | Buy |
8,322
+302
| +4% | +$15.7K | 0.12% | 190 |
|
|
2014
Q4 | $456K | Buy |
8,020
+1
| +0% | +$56 | 0.13% | 175 |
|
|
2014
Q3 | $437K | Buy |
8,019
+2
| +0% | +$115 | 0.13% | 176 |
|
|
2014
Q2 | $508K | Buy |
8,017
+1
| +0% | +$60 | 0.15% | 160 |
|
|
2014
Q1 | $519K | Buy |
8,016
+2
| +0% | +$125 | 0.17% | 147 |
|
|
2013
Q4 | $515K | Sell |
8,014
-159
| -2% | -$9.66K | 0.17% | 139 |
|
|
2013
Q3 | $444K | Buy |
8,173
+2
| +0% | +$117 | 0.16% | 154 |
|
|
2013
Q2 | $455K | Buy |
+8,171
| New | +$416K | 0.18% | 133 |
|
Other funds holding UMBF
UB
GHP Investment Advisors's UMBF Position: Q2 2026 in Review
GHP Investment Advisors increased its UMB Financial (UMBF) stake by 1.8% in Q2 2026, buying an estimated $114K and bringing the position to 49,629 shares worth $7.09M. The position accounts for 0.26% of the portfolio, ranked #125.
GHP Investment Advisors first reported a position in UMBF in Q2 2013 and has held it in 53 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.
- GHP Investment Advisors held 49,629 shares of UMB Financial worth $7.09M as of Q2 2026.
- GHP Investment Advisors bought 889 UMB Financial shares in Q2 2026, an estimated $114K.
- UMB Financial made up 0.26% of GHP Investment Advisors's portfolio in Q2 2026, its #125 holding.
- GHP Investment Advisors first reported a position in UMB Financial in Q2 2013 and has held it in 53 quarters since.
- 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.
Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.