OneDigital Investment Advisors’s UMB Financial UMBF Stock Holding History

OneDigital 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 Q2	$395K	Buy	2,765 +465	+20%	+$59.8K	﹤0.01%	1147
2026 Q1	$259K	Sell	2,300 -320	-12%	-$38.5K	﹤0.01%	1264
2025 Q4	$301K	Sell	2,620 -290	-10%	-$32.9K	﹤0.01%	1206
2025 Q3	$344K	Buy	2,910 +506	+21%	+$58.3K	﹤0.01%	1104
2025 Q2	$253K	Buy	2,404 +37	+2%	+$3.69K	﹤0.01%	1262
2025 Q1	$239K	Buy	2,367 +509	+27%	+$56.1K	﹤0.01%	1242
2024 Q4	$210K	Buy	+1,858	New	+$215K	﹤0.01%	1313
2019 Q3	–	Sell	-278	Closed	-$18K	–	1121
2019 Q2	$18K	Hold	278	–	–	﹤0.01%	836
2019 Q1	$18K	Buy	278 +47	+20%	+$3.11K	﹤0.01%	766
2018 Q4	$14K	Buy	+231	New	+$15K	﹤0.01%	784

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Norges Bank Oslo, Norway $1T AUM

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

OneDigital Investment Advisors's UMBF Position: Q2 2026 in Review

OneDigital Investment Advisors increased its UMB Financial (UMBF) stake by 20% in Q2 2026, buying an estimated $59.8K and bringing the position to 2,765 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

OneDigital Investment Advisors first reported a position in UMBF in Q4 2018 and has held it in 10 quarters since. 316 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

OneDigital Investment Advisors held 2,765 shares of UMB Financial worth $395K as of Q2 2026.
OneDigital Investment Advisors bought 465 UMB Financial shares in Q2 2026, an estimated $59.8K.
UMB Financial made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1147 holding.
OneDigital Investment Advisors first reported a position in UMB Financial in Q4 2018 and has held it in 10 quarters since.
316 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.