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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
Q2 		$6K Hold
42
– – ﹤0.01% 466
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 $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 $3.38T AUM 44.17% 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

J. Safra Asset Management's UMBF Position: Q2 2026 in Review

J. Safra Asset Management held its UMB Financial (UMBF) position steady in Q2 2026 at 42 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

J. Safra Asset Management first reported a position in UMBF in Q3 2025 and has held it in 4 quarters since. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • J. Safra Asset Management held 42 shares of UMB Financial worth $6K as of Q2 2026.
  • J. Safra Asset Management left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #466 holding.
  • J. Safra Asset Management first reported a position in UMB Financial in Q3 2025 and has held it in 4 quarters since.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.