JNBA Financial Advisors’s UMB Financial UMBF Stock Holding History

JNBA Financial 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	$263K	Hold	1,841	–	–	0.02%	182
2026 Q1	$208K	Hold	1,841	–	–	0.02%	185
2025 Q4	$212K	Hold	1,841	–	–	0.02%	183
2025 Q3	$218K	Hold	1,841	–	–	0.02%	176
2025 Q2	$194K	Hold	1,841	–	–	0.02%	182
2025 Q1	$186K	Buy	+1,841	New	+$203K	0.02%	179

Other funds holding UMBF

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JNBA Financial Advisors's UMBF Position: Q2 2026 in Review

JNBA Financial Advisors held its UMB Financial (UMBF) position steady in Q2 2026 at 1,841 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #182.

JNBA Financial Advisors first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 175 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

JNBA Financial Advisors held 1,841 shares of UMB Financial worth $263K as of Q2 2026.
JNBA Financial Advisors left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up 0.02% of JNBA Financial Advisors's portfolio in Q2 2026, its #182 holding.
JNBA Financial Advisors first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
175 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.