IIC
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Integrated Investment Consultants’s UMB Financial UMBF Stock Holding History

Integrated Investment Consultants’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 		$320K Sell
2,835
-124
-4% -$14.9K 0.07% 184
2025
Q4 		$340K Sell
2,959
-1
-0% -$113 0.07% 189
2025
Q3 		$350K Hold
2,960
– – 0.06% 213
2025
Q2 		$311K Sell
2,960
-1,793
-38% -$179K 0.06% 228
2025
Q1 		$481K Buy
+4,753
New +$524K 0.1% 156

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 Investment Consultants's UMBF Position: Q1 2026 in Review

Integrated Investment Consultants reduced its UMB Financial (UMBF) stake by 4.2% in Q1 2026, selling an estimated $14.9K and leaving 2,835 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #184.

Integrated Investment Consultants first reported a position in UMBF in Q1 2025 and has held it in 5 quarters since. The position peaked at $481K in Q1 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Integrated Investment Consultants held 2,835 shares of UMB Financial worth $320K as of Q1 2026.
  • Integrated Investment Consultants sold 124 UMB Financial shares in Q1 2026, an estimated $14.9K.
  • UMB Financial made up 0.07% of Integrated Investment Consultants's portfolio in Q1 2026, its #184 holding.
  • Integrated Investment Consultants first reported a position in UMB Financial in Q1 2025 and has held it in 5 quarters since.
  • Integrated Investment Consultants's UMB Financial position peaked at $481K in Q1 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.