JSAM
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J. Safra Asset Management’s UMB Financial UMBF Stock Holding History

J. Safra Asset Management’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 		$4.74K Buy
42
+20
+91% +$2.41K ﹤0.01% 479
2025
Q4 		$2.53K Hold
22
– – ﹤0.01% 526
2025
Q3 		$2.6K Buy
+22
New +$2.54K ﹤0.01% 369

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

J. Safra Asset Management's UMBF Position: Q1 2026 in Review

J. Safra Asset Management increased its UMB Financial (UMBF) stake by 91% in Q1 2026, buying an estimated $2.41K and bringing the position to 42 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

J. Safra Asset Management first reported a position in UMBF in Q3 2025 and has held it in 3 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • J. Safra Asset Management held 42 shares of UMB Financial worth $4.74K as of Q1 2026.
  • J. Safra Asset Management bought 20 UMB Financial shares in Q1 2026, an estimated $2.41K.
  • UMB Financial made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #479 holding.
  • J. Safra Asset Management first reported a position in UMB Financial in Q3 2025 and has held it in 3 quarters since.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.