GRP
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Global Retirement Partners’s UMB Financial UMBF Stock Holding History

Global Retirement Partners’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 		$325K Buy
+2,278
New +$293K 0.01% 1279
2025
Q4 		$46.6K Buy
405
+327
+419% +$37K ﹤0.01% 2396
2025
Q3 		$9.24K Buy
78
+5
+7% +$576 ﹤0.01% 2738
2025
Q2 		$7.68K Buy
+73
New +$7.28K ﹤0.01% 2723
2024
Q4 		$5.19K Buy
46
+6
+15% +$694 ﹤0.01% 2665
2024
Q3 		$4.2K Hold
40
– – ﹤0.01% 2641
2024
Q2 		$3.34K Buy
+40
New +$3.28K ﹤0.01% 2785
2022
Q4 		– Sell
-3
Closed – – 3098
2022
Q3 		$0 Hold
3
– – ﹤0.01% 2990
2022
Q2 		$0 Buy
+3
New +$272 ﹤0.01% 2892

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 $3.37T AUM 44.26% 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

Global Retirement Partners's UMBF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in UMB Financial (UMBF) in Q2 2026: 2,278 shares worth $325K. The stake represents 0.01% of the portfolio and ranks #1279 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UMBF as recently as Q4 2025.

Global Retirement Partners first reported a position in UMBF in Q2 2022 and has held it in 9 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Global Retirement Partners held 2,278 shares of UMB Financial worth $325K as of Q2 2026.
  • UMB Financial was a new Global Retirement Partners position in Q2 2026.
  • UMB Financial made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1279 holding.
  • Global Retirement Partners first reported a position in UMB Financial in Q2 2022 and has held it in 9 quarters since.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.