Larson Financial Group’s UMB Financial UMBF Stock Holding History

Larson Financial Group’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	$16.8K	Buy	149 +10	+7%	+$1.2K	﹤0.01%	1945
2025 Q4	$16K	Sell	139 -5	-3%	-$566	﹤0.01%	1839
2025 Q3	$17K	Buy	144 +3	+2%	+$346	﹤0.01%	1733
2025 Q2	$14.8K	Buy	141 +1	+0.7%	+$100	﹤0.01%	1632
2025 Q1	$14.2K	Buy	+140	New	+$15.4K	﹤0.01%	1495
2024 Q4	–	Sell	-205	Closed	-$21.6K	–	2913
2024 Q3	$21.6K	Buy	205 +1	+0.5%	+$97	﹤0.01%	1177
2024 Q2	$17.1K	Buy	204 +1	+0.5%	+$82	﹤0.01%	1104
2024 Q1	$17.7K	Hold	203	–	–	﹤0.01%	911
2023 Q4	$16.9K	Buy	203 +2	+1%	+$141	﹤0.01%	892
2023 Q3	$12.5K	Buy	201 +1	+0.5%	+$65	﹤0.01%	937
2023 Q2	$12.2K	Hold	200	–	–	﹤0.01%	873
2023 Q1	$11.5K	Buy	+200	New	+$16.3K	﹤0.01%	882

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Larson Financial Group's UMBF Position: Q1 2026 in Review

Larson Financial Group increased its UMB Financial (UMBF) stake by 7.2% in Q1 2026, buying an estimated $1.2K and bringing the position to 149 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Larson Financial Group first reported a position in UMBF in Q1 2023 and has held it in 12 quarters since. The position peaked at $21.6K in Q3 2024. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

Larson Financial Group held 149 shares of UMB Financial worth $16.8K as of Q1 2026.
Larson Financial Group bought 10 UMB Financial shares in Q1 2026, an estimated $1.2K.
UMB Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1945 holding.
Larson Financial Group first reported a position in UMB Financial in Q1 2023 and has held it in 12 quarters since.
Larson Financial Group's UMB Financial position peaked at $21.6K in Q3 2024.
449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.