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LexAurum Advisors’s UMB Financial UMBF Stock Holding History

LexAurum Advisors’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 		$449K Buy
3,148
+11
+0.4% +$1.41K 0.05% 265
2026
Q1 		$354K Buy
+3,137
New +$378K 0.05% 298
2025
Q3 		$371K Buy
3,133
+1
+0% +$115 0.05% 258
2025
Q2 		$329K Buy
3,132
+2
+0.1% +$199 0.05% 257
2025
Q1 		$316K Buy
3,130
+2
+0.1% +$221 0.06% 260
2024
Q4 		$353K Buy
+3,128
New +$362K 0.07% 238

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

LexAurum Advisors's UMBF Position: Q2 2026 in Review

LexAurum Advisors increased its UMB Financial (UMBF) stake by 0.35% in Q2 2026, buying an estimated $1.41K and bringing the position to 3,148 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #265.

LexAurum Advisors first reported a position in UMBF in Q4 2024 and has held it in 6 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • LexAurum Advisors held 3,148 shares of UMB Financial worth $449K as of Q2 2026.
  • LexAurum Advisors bought 11 UMB Financial shares in Q2 2026, an estimated $1.41K.
  • UMB Financial made up 0.05% of LexAurum Advisors's portfolio in Q2 2026, its #265 holding.
  • LexAurum Advisors first reported a position in UMB Financial in Q4 2024 and has held it in 6 quarters since.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.