JWA
UMBF icon

JFS Wealth Advisors’s UMB Financial UMBF Stock Holding History

JFS Wealth Advisors’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 		$11.9K Buy
83
+5
+6% +$643 ﹤0.01% 944
2026
Q1 		$8.81K Buy
78
+3
+4% +$361 ﹤0.01% 1001
2025
Q4 		$8.64K Buy
75
+20
+36% +$2.27K ﹤0.01% 1039
2025
Q3 		$6.51K Hold
55
– – ﹤0.01% 1023
2025
Q2 		$5.78K Hold
55
– – ﹤0.01% 1036
2025
Q1 		$5.56K Buy
55
+10
+22% +$1.1K ﹤0.01% 1080
2024
Q4 		$5.08K Hold
45
– – ﹤0.01% 1124
2024
Q3 		$4.73K Buy
45
+1
+2% +$97 ﹤0.01% 1141
2024
Q2 		$3.67K Hold
44
– – ﹤0.01% 1185
2024
Q1 		$3.83K Hold
44
– – ﹤0.01% 1199
2023
Q4 		$3.68K Buy
44
+6
+16% +$422 ﹤0.01% 1176
2023
Q3 		$2.36K Buy
38
+7
+23% +$455 ﹤0.01% 1298
2023
Q2 		$1.89K Buy
+31
New +$1.85K ﹤0.01% 1405
2023
Q1 		– Sell
-32
Closed -$2.67K – 1990
2022
Q4 		$2.67K Sell
32
-11
-26% -$924 ﹤0.01% 1256
2022
Q3 		$4K Buy
43
+29
+207% +$2.62K ﹤0.01% 1111
2022
Q2 		$1K Sell
14
-22
-61% -$1.99K ﹤0.01% 1663
2022
Q1 		$3K Buy
36
+21
+140% +$2.14K ﹤0.01% 1331
2021
Q4 		$2K Buy
+15
New +$1.55K ﹤0.01% 1183

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
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

JFS Wealth Advisors's UMBF Position: Q2 2026 in Review

JFS Wealth Advisors increased its UMB Financial (UMBF) stake by 6.4% in Q2 2026, buying an estimated $643 and bringing the position to 83 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

JFS Wealth Advisors first reported a position in UMBF in Q4 2021 and has held it in 18 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • JFS Wealth Advisors held 83 shares of UMB Financial worth $11.9K as of Q2 2026.
  • JFS Wealth Advisors bought 5 UMB Financial shares in Q2 2026, an estimated $643.
  • UMB Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #944 holding.
  • JFS Wealth Advisors first reported a position in UMB Financial in Q4 2021 and has held it in 18 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.