MML Investors Services
UMBF icon

MML Investors Services’s UMB Financial UMBF Stock Holding History

MML Investors Services’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 		$400K Buy
2,805
+345
+14% +$44.3K ﹤0.01% 2618
2026
Q1 		$278K Sell
2,460
-1,310
-35% -$158K ﹤0.01% 2609
2025
Q4 		$434K Sell
3,770
-151
-4% -$17.1K ﹤0.01% 2360
2025
Q3 		$464K Buy
3,921
+437
+13% +$50.4K ﹤0.01% 2227
2025
Q2 		$366K Buy
3,484
+7
+0.2% +$698 ﹤0.01% 2297
2025
Q1 		$352K Buy
3,477
+1,371
+65% +$151K ﹤0.01% 2222
2024
Q4 		$238K Buy
2,106
+128
+6% +$14.8K ﹤0.01% 2399
2024
Q3 		$208K Buy
+1,978
New +$193K ﹤0.01% 2421

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

MML Investors Services's UMBF Position: Q2 2026 in Review

MML Investors Services increased its UMB Financial (UMBF) stake by 14% in Q2 2026, buying an estimated $44.3K and bringing the position to 2,805 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

MML Investors Services first reported a position in UMBF in Q3 2024 and has held it in 8 quarters since. The position peaked at $464K in Q3 2025. 271 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • MML Investors Services held 2,805 shares of UMB Financial worth $400K as of Q2 2026.
  • MML Investors Services bought 345 UMB Financial shares in Q2 2026, an estimated $44.3K.
  • UMB Financial made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2618 holding.
  • MML Investors Services first reported a position in UMB Financial in Q3 2024 and has held it in 8 quarters since.
  • MML Investors Services's UMB Financial position peaked at $464K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.