Nisa Investment Advisors’s UMB Financial UMBF Stock Holding History

Nisa 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	$489K	Sell	4,321 -14,555	-77%	-$1.75M	﹤0.01%	975
2025 Q4	$2.18M	Sell	18,876 -245	-1%	-$27.8K	0.01%	614
2025 Q3	$2.27M	Buy	19,121 +3	+0%	+$346	0.01%	615
2025 Q2	$2.02M	Buy	19,118 +511	+3%	+$51K	0.01%	631
2025 Q1	$1.89M	Buy	18,607 +207	+1%	+$22.8K	0.01%	662
2024 Q4	$2.08M	Hold	18,400	–	–	0.01%	666
2024 Q3	$1.94M	Hold	18,400	–	–	0.01%	684
2024 Q2	$1.54M	Hold	18,400	–	–	0.01%	765
2024 Q1	$1.61M	Sell	18,400 -40	-0.2%	-$3.25K	0.01%	744
2023 Q4	$1.54M	Buy	18,440 +825	+5%	+$58K	0.01%	732
2023 Q3	$1.09M	Buy	17,615 +25	+0.1%	+$1.62K	0.01%	844
2023 Q2	$1.07M	Buy	17,590 +320	+2%	+$19.1K	0.01%	863
2023 Q1	$997K	Sell	17,270 -105	-0.6%	-$8.53K	0.01%	861
2022 Q4	$1.45M	Sell	17,375 -10	-0.1%	-$840	0.01%	812
2022 Q3	$1.47M	Buy	17,385 +60	+0.3%	+$5.43K	0.01%	714
2022 Q2	$1.49M	Hold	17,325	–	–	0.01%	718
2022 Q1	$1.68M	Sell	17,325 -350	-2%	-$35.7K	0.01%	707
2021 Q4	$1.74M	Hold	17,675	–	–	0.01%	683
2021 Q3	$1.71K	Hold	17,675	–	–	0.01%	743
2021 Q2	$1.65K	Hold	17,675	–	–	0.01%	775
2021 Q1	$1.63K	Buy	17,675 +450	+3%	+$37.2K	0.01%	777
2020 Q4	$1.19M	Sell	17,225 -490	-3%	-$31.4K	0.01%	856
2020 Q3	$868K	Hold	17,715	–	–	0.01%	852
2020 Q2	$913K	Buy	17,715 +390	+2%	+$19.1K	0.01%	816
2020 Q1	$804K	Buy	17,325 +300	+2%	+$18.3K	0.01%	774
2019 Q4	$1.17M	Sell	17,025 -7,000	-29%	-$465K	0.01%	831
2019 Q3	$1.55M	Hold	24,025	–	–	0.01%	724
2019 Q2	$1.58M	Hold	24,025	–	–	0.02%	699
2019 Q1	$1.54M	Hold	24,025	–	–	0.02%	696
2018 Q4	$1.47M	Hold	24,025	–	–	0.02%	647
2018 Q3	$1.7M	Sell	24,025 -75	-0.3%	-$5.63K	0.02%	719
2018 Q2	$1.84M	Hold	24,100	–	–	0.02%	628
2018 Q1	$1.75M	Hold	24,100	–	–	0.02%	640
2017 Q4	$1.73M	Hold	24,100	–	–	0.02%	652
2017 Q3	$1.79M	Hold	24,100	–	–	0.02%	607
2017 Q2	$1.8M	Hold	24,100	–	–	0.02%	621
2017 Q1	$1.81M	Hold	24,100	–	–	0.02%	632
2016 Q4	$1.86M	Buy	24,100 +7,000	+41%	+$487K	0.02%	630
2016 Q3	$1.02M	Hold	17,100	–	–	0.01%	788
2016 Q2	$910K	Hold	17,100	–	–	0.01%	801
2016 Q1	$883K	Hold	17,100	–	–	0.01%	801
2015 Q4	$796K	Hold	17,100	–	–	0.01%	816
2015 Q3	$869K	Hold	17,100	–	–	0.01%	775
2015 Q2	$975K	Hold	17,100	–	–	0.01%	786
2015 Q1	$904K	Hold	17,100	–	–	0.01%	821
2014 Q4	$973K	Sell	17,100 -200	-1%	-$11.3K	0.01%	794
2014 Q3	$944K	Hold	17,300	–	–	0.01%	802
2014 Q2	$1.1M	Buy	17,300 +200	+1%	+$11.9K	0.02%	771
2014 Q1	$1.11M	Hold	17,100	–	–	0.02%	756
2013 Q4	$1.1M	Hold	17,100	–	–	0.02%	769
2013 Q3	$929K	Hold	17,100	–	–	0.01%	793
2013 Q2	$952K	Buy	+17,100	New	+$871K	0.01%	786

Other funds holding UMBF

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Nisa Investment Advisors's UMBF Position: Q1 2026 in Review

Nisa Investment Advisors reduced its UMB Financial (UMBF) stake by 77% in Q1 2026, selling an estimated $1.75M and leaving 4,321 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Nisa Investment Advisors first reported a position in UMBF in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.27M in Q3 2025. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

Nisa Investment Advisors held 4,321 shares of UMB Financial worth $489K as of Q1 2026.
Nisa Investment Advisors sold 14,555 UMB Financial shares in Q1 2026, an estimated $1.75M.
UMB Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #975 holding.
Nisa Investment Advisors first reported a position in UMB Financial in Q2 2013 and has held it in 52 quarters since.
Nisa Investment Advisors's UMB Financial position peaked at $2.27M in Q3 2025.
450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.