N.E.W. Advisory Services’s UMB Financial UMBF Stock Holding History

N.E.W. Advisory 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	$545K	Buy	3,818 +10	+0.3%	+$1.28K	0.04%	136
2026 Q1	$430K	Buy	3,808 +9	+0.2%	+$1.08K	0.03%	143
2025 Q4	$437K	Hold	3,799	–	–	0.03%	141
2025 Q3	$450K	Sell	3,799 -65	-2%	-$7.49K	0.04%	122
2025 Q2	$406K	Hold	3,864	–	–	0.04%	124
2025 Q1	$391K	Buy	+3,864	New	+$426K	0.03%	148

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

N.E.W. Advisory Services's UMBF Position: Q2 2026 in Review

N.E.W. Advisory Services increased its UMB Financial (UMBF) stake by 0.26% in Q2 2026, buying an estimated $1.28K and bringing the position to 3,818 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #136.

N.E.W. Advisory Services first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 263 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

N.E.W. Advisory Services held 3,818 shares of UMB Financial worth $545K as of Q2 2026.
N.E.W. Advisory Services bought 10 UMB Financial shares in Q2 2026, an estimated $1.28K.
UMB Financial made up 0.04% of N.E.W. Advisory Services's portfolio in Q2 2026, its #136 holding.
N.E.W. Advisory Services first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
263 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.