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Mount Yale Investment Advisors’s UMB Financial UMBF Stock Holding History

Mount Yale Investment 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 		$486K Buy
3,403
+531
+18% +$68.3K 0.01% 796
2026
Q1 		$324K Buy
+2,872
New +$346K 0.01% 862
2025
Q3 		– Sell
-2,684
Closed -$282K – 1543
2025
Q2 		$282K Buy
+2,684
New +$268K 0.02% 473

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's UMBF Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its UMB Financial (UMBF) stake by 18% in Q2 2026, buying an estimated $68.3K and bringing the position to 3,403 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #796.

Mount Yale Investment Advisors first reported a position in UMBF in Q2 2025 and has held it in 3 quarters since. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Mount Yale Investment Advisors held 3,403 shares of UMB Financial worth $486K as of Q2 2026.
  • Mount Yale Investment Advisors bought 531 UMB Financial shares in Q2 2026, an estimated $68.3K.
  • UMB Financial made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #796 holding.
  • Mount Yale Investment Advisors first reported a position in UMB Financial in Q2 2025 and has held it in 3 quarters since.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.