KFI
UMBF icon

Key Financial Inc’s UMB Financial UMBF Stock Holding History

Key Financial Inc’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 		$7.11K Hold
63
– – ﹤0.01% 960
2025
Q4 		$7.25K Hold
63
– – ﹤0.01% 962
2025
Q3 		$7.45K Hold
63
– – ﹤0.01% 957
2025
Q2 		$6.63K Hold
63
– – ﹤0.01% 970
2025
Q1 		$6.37K Hold
63
– – ﹤0.01% 934
2024
Q4 		$7.11K Hold
63
– – ﹤0.01% 897
2024
Q3 		$6.62K Hold
63
– – ﹤0.01% 898
2024
Q2 		$5.25K Hold
63
– – ﹤0.01% 943
2024
Q1 		$5.48K Hold
63
– – ﹤0.01% 914
2023
Q4 		$5.26K Hold
63
– – ﹤0.01% 911
2023
Q3 		$3.91K Hold
63
– – ﹤0.01% 993
2023
Q2 		$3.84K Buy
+63
New +$3.76K ﹤0.01% 1032

Other funds holding UMBF

BlackRock
BlackRock New York $5.7T 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