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NewEdge Advisors’s UMB Financial UMBF Stock Holding History

NewEdge 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 		$1.22M Sell
8,543
-1,897
-18% -$244K ﹤0.01% 1531
2026
Q1 		$1.18M Buy
10,440
+727
+7% +$87.5K ﹤0.01% 1401
2025
Q4 		$1.12M Sell
9,713
-76
-0.8% -$8.61K ﹤0.01% 1418
2025
Q3 		$1.16M Buy
9,789
+4,322
+79% +$498K 0.01% 1319
2025
Q2 		$575K Sell
5,467
-176
-3% -$17.6K ﹤0.01% 1610
2025
Q1 		$570K Buy
5,643
+1,803
+47% +$199K ﹤0.01% 1511
2024
Q4 		$433K Buy
3,840
+695
+22% +$80.4K ﹤0.01% 1645
2024
Q3 		$331K Buy
3,145
+2,494
+383% +$243K ﹤0.01% 1747
2024
Q2 		$54.3K Buy
651
+40
+7% +$3.28K ﹤0.01% 2316
2024
Q1 		$53.2K Buy
+611
New +$49.7K ﹤0.01% 2292
2023
Q3 		– Sell
-706
Closed -$43K – 3659
2023
Q2 		$43K Buy
706
+97
+16% +$5.79K ﹤0.01% 2132
2023
Q1 		$35.2K Sell
609
-207
-25% -$16.8K ﹤0.01% 2144
2022
Q4 		$25.7K Buy
+816
New +$68.6K ﹤0.01% 2036

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

NewEdge Advisors's UMBF Position: Q2 2026 in Review

NewEdge Advisors reduced its UMB Financial (UMBF) stake by 18% in Q2 2026, selling an estimated $244K and leaving 8,543 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

NewEdge Advisors first reported a position in UMBF in Q4 2022 and has held it in 13 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • NewEdge Advisors held 8,543 shares of UMB Financial worth $1.22M as of Q2 2026.
  • NewEdge Advisors sold 1,897 UMB Financial shares in Q2 2026, an estimated $244K.
  • UMB Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1531 holding.
  • NewEdge Advisors first reported a position in UMB Financial in Q4 2022 and has held it in 13 quarters since.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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