KFI
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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
Q2 		$8.99K Hold
63
– – ﹤0.01% 903
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 $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

Key Financial Inc's UMBF Position: Q2 2026 in Review

Key Financial Inc held its UMB Financial (UMBF) position steady in Q2 2026 at 63 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Key Financial Inc first reported a position in UMBF in Q2 2023 and has held it in 13 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Key Financial Inc held 63 shares of UMB Financial worth $8.99K as of Q2 2026.
  • Key Financial Inc left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #903 holding.
  • Key Financial Inc first reported a position in UMB Financial in Q2 2023 and has held it in 13 quarters since.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.