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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
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 $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mount Yale Investment Advisors's UMBF Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in UMB Financial (UMBF) in Q1 2026: 2,872 shares worth $324K. The stake represents 0.01% of the portfolio and ranks #862 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in UMBF as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in UMBF in Q2 2025 and has held it in 2 quarters since. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Mount Yale Investment Advisors held 2,872 shares of UMB Financial worth $324K as of Q1 2026.
  • UMB Financial was a new Mount Yale Investment Advisors position in Q1 2026.
  • UMB Financial made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #862 holding.
  • Mount Yale Investment Advisors first reported a position in UMB Financial in Q2 2025 and has held it in 2 quarters since.
  • 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.