HighTower Advisors
UMBF icon

HighTower Advisors’s UMB Financial UMBF Stock Holding History

HighTower 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 		$666K Sell
4,665
-841
-15% -$108K ﹤0.01% 2525
2026
Q1 		$621K Sell
5,506
-350
-6% -$42.1K ﹤0.01% 2543
2025
Q4 		$674K Sell
5,856
-1,738
-23% -$197K ﹤0.01% 2409
2025
Q3 		$899K Buy
7,594
+534
+8% +$61.5K ﹤0.01% 2180
2025
Q2 		$742K Buy
7,060
+1,788
+34% +$178K ﹤0.01% 2221
2025
Q1 		$533K Buy
5,272
+3,494
+197% +$385K ﹤0.01% 2402
2024
Q4 		$201K Buy
+1,778
New +$206K ﹤0.01% 3199
2024
Q2 		– Sell
-2,363
Closed -$207K – 3922
2024
Q1 		$207K Sell
2,363
-1,125
-32% -$91.5K ﹤0.01% 2963
2023
Q4 		$293K Sell
3,488
-961
-22% -$67.6K ﹤0.01% 2719
2023
Q3 		$272K Sell
4,449
-576
-11% -$37.4K ﹤0.01% 2674
2023
Q2 		$303K Buy
5,025
+49
+1% +$2.92K ﹤0.01% 2554
2023
Q1 		$286K Sell
4,976
-95
-2% -$7.72K ﹤0.01% 2491
2022
Q4 		$424K Buy
5,071
+2,342
+86% +$197K ﹤0.01% 2239
2022
Q3 		$233K Buy
2,729
+2
+0.1% +$181 ﹤0.01% 2509
2022
Q2 		$237K Sell
2,727
-5
-0.2% -$453 ﹤0.01% 2516
2022
Q1 		$264K Sell
2,732
-715
-21% -$73K ﹤0.01% 2626
2021
Q4 		$366K Buy
+3,447
New +$356K ﹤0.01% 2358
2020
Q1 		– Sell
-3,568
Closed -$244K – 2509
2019
Q4 		$244K Buy
3,568
+25
+0.7% +$1.66K ﹤0.01% 1845
2019
Q3 		$228K Buy
3,543
+52
+1% +$3.36K ﹤0.01% 1986
2019
Q2 		$229K Sell
3,491
-126
-3% -$8.31K ﹤0.01% 1967
2019
Q1 		$233K Sell
3,617
-136
-4% -$8.99K ﹤0.01% 1865
2018
Q4 		$229K Sell
3,753
-156
-4% -$10.1K ﹤0.01% 1755
2018
Q3 		$277K Buy
3,909
+200
+5% +$15K ﹤0.01% 1760
2018
Q2 		$283K Sell
3,709
-260
-7% -$20K ﹤0.01% 1724
2018
Q1 		$288K Buy
3,969
+981
+33% +$73.5K ﹤0.01% 1689
2017
Q4 		$216K Buy
+2,988
New +$219K ﹤0.01% 1875

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

HighTower Advisors's UMBF Position: Q2 2026 in Review

HighTower Advisors reduced its UMB Financial (UMBF) stake by 15% in Q2 2026, selling an estimated $108K and leaving 4,665 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #2525.

HighTower Advisors first reported a position in UMBF in Q4 2017 and has held it in 26 quarters since. The position peaked at $899K in Q3 2025. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • HighTower Advisors held 4,665 shares of UMB Financial worth $666K as of Q2 2026.
  • HighTower Advisors sold 841 UMB Financial shares in Q2 2026, an estimated $108K.
  • UMB Financial made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2525 holding.
  • HighTower Advisors first reported a position in UMB Financial in Q4 2017 and has held it in 26 quarters since.
  • HighTower Advisors's UMB Financial position peaked at $899K in Q3 2025.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.