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GoalVest Advisory’s UMB Financial UMBF Stock Holding History

GoalVest Advisory’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 		$131K Buy
+915
New +$118K 0.02% 140
2023
Q4 		– Sell
-47
Closed -$2.92K – 492
2023
Q3 		$2.92K Buy
47
+3
+7% +$195 ﹤0.01% 393
2023
Q2 		$2.68K Buy
+44
New +$2.63K ﹤0.01% 335

Other funds holding UMBF

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GoalVest Advisory's UMBF Position: Q2 2026 in Review

GoalVest Advisory opened a new position in UMB Financial (UMBF) in Q2 2026: 915 shares worth $131K. The stake represents 0.02% of the portfolio and ranks #140 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in UMBF as recently as Q3 2023.

GoalVest Advisory first reported a position in UMBF in Q2 2023 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • GoalVest Advisory held 915 shares of UMB Financial worth $131K as of Q2 2026.
  • UMB Financial was a new GoalVest Advisory position in Q2 2026.
  • UMB Financial made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #140 holding.
  • GoalVest Advisory first reported a position in UMB Financial in Q2 2023 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.