OPS
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Orion Portfolio Solutions’s UMB Financial UMBF Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$1.04M Buy
10,290
+257
+3% +$28.3K 0.01% 1063
2024
Q4 		$1.13M Sell
10,033
-623
-6% -$72K 0.01% 978
2024
Q3 		$1.12M Buy
+10,656
New +$1.04M 0.01% 999
2020
Q3 		– Sell
-59
Closed -$3K – 1951
2020
Q2 		$3K Buy
+59
New +$2.89K ﹤0.01% 1694
2020
Q1 		– Sell
-19
Closed -$1K – 2325
2019
Q4 		$1K Buy
+19
New +$1.26K ﹤0.01% 1744

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's UMBF Position: Q1 2025 in Review

Orion Portfolio Solutions increased its UMB Financial (UMBF) stake by 2.6% in Q1 2025, buying an estimated $28.3K and bringing the position to 10,290 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1063.

Orion Portfolio Solutions first reported a position in UMBF in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.13M in Q4 2024. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

  • Orion Portfolio Solutions held 10,290 shares of UMB Financial worth $1.04M as of Q1 2025.
  • Orion Portfolio Solutions bought 257 UMB Financial shares in Q1 2025, an estimated $28.3K.
  • UMB Financial made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1063 holding.
  • Orion Portfolio Solutions first reported a position in UMB Financial in Q4 2019 and has held it in 5 quarters since.
  • Orion Portfolio Solutions's UMB Financial position peaked at $1.13M in Q4 2024.
  • 410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.