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NBC Securities’s UMB Financial UMBF Stock Holding History

NBC Securities’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 		– Sell
-20
Closed -$2.25K – 2525
2026
Q1 		$2.25K Hold
20
– – ﹤0.01% 2301
2025
Q4 		$2.3K Hold
20
– – ﹤0.01% 2393
2025
Q3 		$2.37K Hold
20
– – ﹤0.01% 2389
2025
Q2 		$2K Hold
20
– – ﹤0.01% 2320
2025
Q1 		$2K Buy
+20
New +$2.21K ﹤0.01% 2055
2024
Q4 		– Sell
-20
Closed -$2K – 2033
2024
Q3 		$2K Hold
20
– – ﹤0.01% 2046
2024
Q2 		$1K Hold
20
– – ﹤0.01% 2068
2024
Q1 		$1K Hold
20
– – ﹤0.01% 2139
2023
Q4 		$1K Hold
20
– – ﹤0.01% 2093
2023
Q3 		$1K Buy
+20
New +$1.3K ﹤0.01% 2094

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

NBC Securities's UMBF Position: Q2 2026 in Review

NBC Securities sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 20 shares — an estimated $2.25K sold.

NBC Securities first reported a position in UMBF in Q3 2023 and held it in 10 quarters. The position peaked at $2.37K in Q3 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • NBC Securities reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • NBC Securities sold 20 UMB Financial shares in Q2 2026, an estimated $2.25K.
  • NBC Securities first reported a position in UMB Financial in Q3 2023 and held it in 10 quarters.
  • NBC Securities's UMB Financial position peaked at $2.37K in Q3 2025.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.