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Integrated Advisors Network’s UMB Financial UMBF Stock Holding History

Integrated Advisors Network’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 		– Sell
-2,408
Closed -$272K – 754
2026
Q1 		$272K Sell
2,408
-22,736
-90% -$2.74M 0.01% 586
2025
Q4 		$2.89M Sell
25,144
-609
-2% -$69K 0.13% 174
2025
Q3 		$3.05M Buy
25,753
+903
+4% +$104K 0.13% 182
2025
Q2 		$2.61M Buy
+24,850
New +$2.48M 0.12% 198

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

Integrated Advisors Network's UMBF Position: Q2 2026 in Review

Integrated Advisors Network sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 2,408 shares — an estimated $272K sold.

Integrated Advisors Network first reported a position in UMBF in Q2 2025 and held it in 4 quarters. The position peaked at $3.05M in Q3 2025. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Integrated Advisors Network reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Integrated Advisors Network sold 2,408 UMB Financial shares in Q2 2026, an estimated $272K.
  • Integrated Advisors Network first reported a position in UMB Financial in Q2 2025 and held it in 4 quarters.
  • Integrated Advisors Network's UMB Financial position peaked at $3.05M in Q3 2025.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.