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HFM Investment Advisors’s UMB Financial UMBF Stock Holding History

HFM Investment Advisors’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 		$1.57K Buy
11
+6
+120% +$771 ﹤0.01% 560
2026
Q1 		$564 Hold
5
– – ﹤0.01% 625
2025
Q4 		$576 Hold
5
– – ﹤0.01% 662
2025
Q3 		$592 Hold
5
– – ﹤0.01% 588
2025
Q2 		$526 Buy
5
+4
+400% +$399 ﹤0.01% 633
2025
Q1 		$102 Buy
+1
New +$110 ﹤0.01% 853

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 $3.38T 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 $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

HFM Investment Advisors's UMBF Position: Q2 2026 in Review

HFM Investment Advisors increased its UMB Financial (UMBF) stake by 120% in Q2 2026, buying an estimated $771 and bringing the position to 11 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

HFM Investment Advisors first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • HFM Investment Advisors held 11 shares of UMB Financial worth $1.57K as of Q2 2026.
  • HFM Investment Advisors bought 6 UMB Financial shares in Q2 2026, an estimated $771.
  • UMB Financial made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #560 holding.
  • HFM Investment Advisors first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.