Janney Montgomery Scott
UMBF icon

Janney Montgomery Scott’s UMB Financial UMBF Stock Holding History

Janney Montgomery Scott’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 		– Sell
-2,045
Closed -$235K – 3060
2025
Q4 		$235K Sell
2,045
-47
-2% -$5.32K ﹤0.01% 2711
2025
Q3 		$248K Sell
2,092
-528
-20% -$60.9K ﹤0.01% 2605
2025
Q2 		$276K Sell
2,620
-251
-9% -$25K ﹤0.01% 2387
2025
Q1 		$290K Buy
2,871
+53
+2% +$5.84K ﹤0.01% 2319
2024
Q4 		$318K Sell
2,818
-13
-0.5% -$1.5K ﹤0.01% 2277
2024
Q3 		$298K Buy
2,831
+26
+0.9% +$2.54K ﹤0.01% 2291
2024
Q2 		$234K Sell
2,805
-91
-3% -$7.46K ﹤0.01% 2359
2024
Q1 		$252K Buy
+2,896
New +$236K ﹤0.01% 2441
2022
Q1 		– Sell
-5,509
Closed -$585K – 2447
2021
Q4 		$585K Buy
5,509
+1,590
+41% +$164K ﹤0.01% 1627
2021
Q3 		$379K Sell
3,919
-2,487
-39% -$227K ﹤0.01% 1827
2021
Q2 		$596K Buy
6,406
+79
+1% +$7.5K ﹤0.01% 1537
2021
Q1 		$584K Buy
+6,327
New +$523K ﹤0.01% 1465
2020
Q4 		– Sell
-8,110
Closed -$397K – 2278
2020
Q3 		$397K Buy
+8,110
New +$409K ﹤0.01% 1549

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Janney Montgomery Scott's UMBF Position: Q1 2026 in Review

Janney Montgomery Scott sold out of UMB Financial (UMBF) in Q1 2026, closing a stake of 2,045 shares — an estimated $235K sold.

Janney Montgomery Scott first reported a position in UMBF in Q3 2020 and held it in 13 quarters. The position peaked at $596K in Q2 2021. 454 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Janney Montgomery Scott reported no remaining UMB Financial position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 2,045 UMB Financial shares in Q1 2026, an estimated $235K.
  • Janney Montgomery Scott first reported a position in UMB Financial in Q3 2020 and held it in 13 quarters.
  • Janney Montgomery Scott's UMB Financial position peaked at $596K in Q2 2021.
  • 454 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.