LFG
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
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

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

Larson Financial Group's UMBF Position: Q2 2026 in Review

Larson Financial Group held its UMB Financial (UMBF) position steady in Q2 2026 at 149 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Larson Financial Group first reported a position in UMBF in Q1 2023 and has held it in 13 quarters since. The position peaked at $21.6K in Q3 2024. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Larson Financial Group held 149 shares of UMB Financial worth $21.3K as of Q2 2026.
  • Larson Financial Group left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1974 holding.
  • Larson Financial Group first reported a position in UMB Financial in Q1 2023 and has held it in 13 quarters since.
  • Larson Financial Group's UMB Financial position peaked at $21.6K in Q3 2024.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.