HAG
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HighPoint Advisor Group’s UMB Financial UMBF Stock Holding History

HighPoint Advisor Group’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
Q1 		– Sell
-2,163
Closed -$249K – 1024
2025
Q4 		$249K Sell
2,163
-113
-5% -$12.8K 0.01% 936
2025
Q3 		$269K Buy
+2,276
New +$262K 0.01% 568

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

HighPoint Advisor Group's UMBF Position: Q1 2026 in Review

HighPoint Advisor Group sold out of UMB Financial (UMBF) in Q1 2026, closing a stake of 2,163 shares — an estimated $249K sold.

HighPoint Advisor Group first reported a position in UMBF in Q3 2025 and held it in 2 quarters. The position peaked at $269K in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • HighPoint Advisor Group reported no remaining UMB Financial position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 2,163 UMB Financial shares in Q1 2026, an estimated $249K.
  • HighPoint Advisor Group first reported a position in UMB Financial in Q3 2025 and held it in 2 quarters.
  • HighPoint Advisor Group's UMB Financial position peaked at $269K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.