IAN
UMBF icon

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
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 $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

Integrated Advisors Network's UMBF Position: Q1 2026 in Review

Integrated Advisors Network reduced its UMB Financial (UMBF) stake by 90% in Q1 2026, selling an estimated $2.74M and leaving 2,408 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #586.

Integrated Advisors Network first reported a position in UMBF in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.05M in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Integrated Advisors Network held 2,408 shares of UMB Financial worth $272K as of Q1 2026.
  • Integrated Advisors Network sold 22,736 UMB Financial shares in Q1 2026, an estimated $2.74M.
  • UMB Financial made up 0.01% of Integrated Advisors Network's portfolio in Q1 2026, its #586 holding.
  • Integrated Advisors Network first reported a position in UMB Financial in Q2 2025 and has held it in 4 quarters since.
  • Integrated Advisors Network's UMB Financial position peaked at $3.05M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.