KFAS
UMBF icon

Keating Financial Advisory Services’s UMB Financial UMBF Stock Holding History

Keating Financial Advisory Services’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 		$340K Buy
2,379
+7
+0.3% +$900 0.04% 258
2026
Q1 		$268K Buy
2,372
+7
+0.3% +$843 0.04% 282
2025
Q4 		$272K Buy
+2,365
New +$268K 0.04% 312

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

Keating Financial Advisory Services's UMBF Position: Q2 2026 in Review

Keating Financial Advisory Services increased its UMB Financial (UMBF) stake by 0.3% in Q2 2026, buying an estimated $900 and bringing the position to 2,379 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #258.

Keating Financial Advisory Services first reported a position in UMBF in Q4 2025 and has held it in 3 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Keating Financial Advisory Services held 2,379 shares of UMB Financial worth $340K as of Q2 2026.
  • Keating Financial Advisory Services bought 7 UMB Financial shares in Q2 2026, an estimated $900.
  • UMB Financial made up 0.04% of Keating Financial Advisory Services's portfolio in Q2 2026, its #258 holding.
  • Keating Financial Advisory Services first reported a position in UMB Financial in Q4 2025 and has held it in 3 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.