LPL Financial
UMBF icon

LPL Financial’s UMB Financial UMBF Stock Holding History

LPL Financial’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 		$6.62M Buy
46,368
+10,534
+29% +$1.35M ﹤0.01% 2536
2026
Q1 		$4.04M Sell
35,834
-5,869
-14% -$706K ﹤0.01% 2830
2025
Q4 		$4.8M Buy
41,703
+7,476
+22% +$847K ﹤0.01% 2569
2025
Q3 		$4.05M Buy
34,227
+1,618
+5% +$186K ﹤0.01% 2659
2025
Q2 		$3.43M Buy
32,609
+7,505
+30% +$748K ﹤0.01% 2622
2025
Q1 		$2.54M Buy
25,104
+4,775
+23% +$526K ﹤0.01% 2737
2024
Q4 		$2.29M Buy
20,329
+12,845
+172% +$1.49M ﹤0.01% 2738
2024
Q3 		$787K Sell
7,484
-180
-2% -$17.5K ﹤0.01% 3613
2024
Q2 		$639K Buy
7,664
+3,069
+67% +$252K ﹤0.01% 3650
2024
Q1 		$400K Buy
4,595
+390
+9% +$31.7K ﹤0.01% 3972
2023
Q4 		$351K Buy
4,205
+664
+19% +$46.7K ﹤0.01% 3966
2023
Q3 		$220K Buy
+3,541
New +$230K ﹤0.01% 4163
2023
Q2 		– Sell
-3,535
Closed -$204K – 4688
2023
Q1 		$204K Sell
3,535
-592
-14% -$48.1K ﹤0.01% 4028
2022
Q4 		$345K Buy
4,127
+624
+18% +$52.4K ﹤0.01% 3557
2022
Q3 		$295K Buy
3,503
+1
+0% +$90 ﹤0.01% 3609
2022
Q2 		$302K Sell
3,502
-216
-6% -$19.6K ﹤0.01% 3623
2022
Q1 		$361K Buy
3,718
+83
+2% +$8.47K ﹤0.01% 3435
2021
Q4 		$386K Buy
3,635
+89
+3% +$9.18K ﹤0.01% 3502
2021
Q3 		$343K Buy
3,546
+1,183
+50% +$108K ﹤0.01% 3543
2021
Q2 		$220K Sell
2,363
-55
-2% -$5.22K ﹤0.01% 3837
2021
Q1 		$223K Buy
+2,418
New +$200K ﹤0.01% 3684
2020
Q1 		– Sell
-2,988
Closed -$205K – 3426
2019
Q4 		$205K Buy
+2,988
New +$198K ﹤0.01% 3088
2018
Q3 		– Sell
-2,739
Closed -$209K – 3310
2018
Q2 		$209K Buy
+2,739
New +$211K ﹤0.01% 2949

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

LPL Financial's UMBF Position: Q2 2026 in Review

LPL Financial increased its UMB Financial (UMBF) stake by 29% in Q2 2026, buying an estimated $1.35M and bringing the position to 46,368 shares worth $6.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

LPL Financial first reported a position in UMBF in Q2 2018 and has held it in 23 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • LPL Financial held 46,368 shares of UMB Financial worth $6.62M as of Q2 2026.
  • LPL Financial bought 10,534 UMB Financial shares in Q2 2026, an estimated $1.35M.
  • UMB Financial made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2536 holding.
  • LPL Financial first reported a position in UMB Financial in Q2 2018 and has held it in 23 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.