Jones Financial Companies
UMBF icon

Jones Financial Companies’s UMB Financial UMBF Stock Holding History

Jones Financial Companies’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 		$7.1M Buy
49,055
+7,090
+17% +$911K ﹤0.01% 1039
2026
Q1 		$4.59M Buy
41,965
+36,593
+681% +$4.4M ﹤0.01% 1106
2025
Q4 		$618K Buy
5,372
+258
+5% +$29.2K ﹤0.01% 1424
2025
Q3 		$606K Buy
5,114
+621
+14% +$71.6K ﹤0.01% 1319
2025
Q2 		$473K Buy
4,493
+39
+0.9% +$3.89K ﹤0.01% 1292
2025
Q1 		$450K Sell
4,454
-1,045
-19% -$115K ﹤0.01% 1176
2024
Q4 		$621K Sell
5,499
-59
-1% -$6.82K ﹤0.01% 907
2024
Q3 		$584K Buy
5,558
+4,578
+467% +$446K ﹤0.01% 769
2024
Q2 		$81.8K Sell
980
-208
-18% -$17.1K ﹤0.01% 1106
2024
Q1 		$103K Sell
1,188
-882
-43% -$71.7K ﹤0.01% 586
2023
Q4 		$173K Sell
2,070
-1,130
-35% -$79.5K ﹤0.01% 346
2023
Q3 		$199K Buy
+3,200
New +$208K ﹤0.01% 264

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

Jones Financial Companies's UMBF Position: Q2 2026 in Review

Jones Financial Companies increased its UMB Financial (UMBF) stake by 17% in Q2 2026, buying an estimated $911K and bringing the position to 49,055 shares worth $7.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Jones Financial Companies first reported a position in UMBF in Q3 2023 and has held it in 12 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Jones Financial Companies held 49,055 shares of UMB Financial worth $7.1M as of Q2 2026.
  • Jones Financial Companies bought 7,090 UMB Financial shares in Q2 2026, an estimated $911K.
  • UMB Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1039 holding.
  • Jones Financial Companies first reported a position in UMB Financial in Q3 2023 and has held it in 12 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.