KFP
UMBF icon

Kerr Financial Planning’s UMB Financial UMBF Stock Holding History

Kerr Financial Planning’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 		$746K Hold
5,224
– – 0.83% 27
2026
Q1 		$655K Buy
5,224
+5,021
+2,473% +$604K 0.46% 26
2025
Q4 		$26.6K Buy
203
+17
+9% +$1.93K 0.04% 244
2025
Q3 		$19.9K Buy
+186
New +$21.4K 0.03% 269

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

Kerr Financial Planning's UMBF Position: Q2 2026 in Review

Kerr Financial Planning held its UMB Financial (UMBF) position steady in Q2 2026 at 5,224 shares worth $746K. The position accounts for 0.83% of the portfolio, ranked #27.

Kerr Financial Planning first reported a position in UMBF in Q3 2025 and has held it in 4 quarters since. 479 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Kerr Financial Planning held 5,224 shares of UMB Financial worth $746K as of Q2 2026.
  • Kerr Financial Planning left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up 0.83% of Kerr Financial Planning's portfolio in Q2 2026, its #27 holding.
  • Kerr Financial Planning first reported a position in UMB Financial in Q3 2025 and has held it in 4 quarters since.
  • 479 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.