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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

NewEdge Advisors's UMBF Position: Q1 2026 in Review

NewEdge Advisors increased its UMB Financial (UMBF) stake by 7.5% in Q1 2026, buying an estimated $87.5K and bringing the position to 10,440 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

NewEdge Advisors first reported a position in UMBF in Q4 2022 and has held it in 12 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • NewEdge Advisors held 10,440 shares of UMB Financial worth $1.18M as of Q1 2026.
  • NewEdge Advisors bought 727 UMB Financial shares in Q1 2026, an estimated $87.5K.
  • UMB Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1401 holding.
  • NewEdge Advisors first reported a position in UMB Financial in Q4 2022 and has held it in 12 quarters since.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.