Larson Financial Group
UMBF icon

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
Q3 		$21K Buy
162
+13
+9% +$1.85K ﹤0.01% 2074
2026
Q2 		$21.3K Hold
149
– – ﹤0.01% 1974
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

UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Global Alpha Capital Management
Global Alpha Capital Management Montreal, Quebec, Canada $1.53B AUM 13.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Larson Financial Group's UMBF Position: Q3 2026 in Review

Larson Financial Group increased its UMB Financial (UMBF) stake by 8.7% in Q3 2026, buying an estimated $1.85K and bringing the position to 162 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Larson Financial Group first reported a position in UMBF in Q1 2023 and has held it in 14 quarters since. The position peaked at $21.6K in Q3 2024. 296 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Larson Financial Group held 162 shares of UMB Financial worth $21K as of Q3 2026.
  • Larson Financial Group bought 13 UMB Financial shares in Q3 2026, an estimated $1.85K.
  • UMB Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2074 holding.
  • Larson Financial Group first reported a position in UMB Financial in Q1 2023 and has held it in 14 quarters since.
  • Larson Financial Group's UMB Financial position peaked at $21.6K in Q3 2024.
  • 296 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.