KAS
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Kestra Advisory Services’s UMB Financial UMBF Stock Holding History

Kestra 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
Q1 		– Sell
-599
Closed -$68.9K – 4337
2025
Q4 		$68.9K Buy
+599
New +$67.9K ﹤0.01% 3721

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kestra Advisory Services's UMBF Position: Q1 2026 in Review

Kestra Advisory Services sold out of UMB Financial (UMBF) in Q1 2026, closing a stake of 599 shares — an estimated $68.9K sold.

Kestra Advisory Services first reported a position in UMBF in Q4 2025 and held it in 1 quarter. The position peaked at $68.9K in Q4 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Kestra Advisory Services reported no remaining UMB Financial position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 599 UMB Financial shares in Q1 2026, an estimated $68.9K.
  • Kestra Advisory Services first reported a position in UMB Financial in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's UMB Financial position peaked at $68.9K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.