Parallel Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $155K | Buy |
1,377
+160
| +13% | +$19.3K | ﹤0.01% | 1328 |
|
|
2025
Q4 | $140K | Buy |
1,217
+15
| +1% | +$1.7K | ﹤0.01% | 1278 |
|
|
2025
Q3 | $142K | Buy |
1,202
+13
| +1% | +$1.5K | ﹤0.01% | 1227 |
|
|
2025
Q2 | $125K | Sell |
1,189
-87
| -7% | -$8.68K | ﹤0.01% | 1249 |
|
|
2025
Q1 | $129K | Buy |
1,276
+478
| +60% | +$52.7K | ﹤0.01% | 1165 |
|
|
2024
Q4 | $90.1K | Buy |
798
+47
| +6% | +$5.43K | ﹤0.01% | 1327 |
|
|
2024
Q3 | $78.9K | Buy |
751
+3
| +0.4% | +$292 | ﹤0.01% | 1376 |
|
|
2024
Q2 | $62.4K | Buy |
748
+1
| +0.1% | +$82 | ﹤0.01% | 1408 |
|
|
2024
Q1 | $65K | Sell |
747
-16
| -2% | -$1.3K | ﹤0.01% | 1373 |
|
|
2023
Q4 | $63.7K | Buy |
763
+41
| +6% | +$2.88K | ﹤0.01% | 1324 |
|
|
2023
Q3 | $44.8K | Sell |
722
-80
| -10% | -$5.2K | ﹤0.01% | 1445 |
|
|
2023
Q2 | $48.8K | Sell |
802
-408
| -34% | -$24.3K | ﹤0.01% | 1409 |
|
|
2023
Q1 | $69.9K | Sell |
1,210
-243
| -17% | -$19.8K | ﹤0.01% | 1212 |
|
|
2022
Q4 | $121K | Buy |
1,453
+346
| +31% | +$29.1K | 0.01% | 916 |
|
|
2022
Q3 | $93K | Buy |
1,107
+546
| +97% | +$49.4K | ﹤0.01% | 998 |
|
|
2022
Q2 | $48K | Buy |
561
+156
| +39% | +$14.1K | ﹤0.01% | 1279 |
|
|
2022
Q1 | $40K | Sell |
405
-237
| -37% | -$24.2K | ﹤0.01% | 1386 |
|
|
2021
Q4 | $68K | Buy |
642
+68
| +12% | +$7.01K | ﹤0.01% | 1176 |
|
|
2021
Q3 | $55K | Buy |
574
+184
| +47% | +$16.8K | ﹤0.01% | 1244 |
|
|
2021
Q2 | $36K | Sell |
390
-1
| -0.3% | -$95 | ﹤0.01% | 1402 |
|
|
2021
Q1 | $36K | Hold |
391
| – | – | ﹤0.01% | 1328 |
|
|
2020
Q4 | $27K | Sell |
391
-752
| -66% | -$48.2K | ﹤0.01% | 1366 |
|
|
2020
Q3 | $56K | Sell |
1,143
-138
| -11% | -$6.97K | ﹤0.01% | 1018 |
|
|
2020
Q2 | $66K | Buy |
1,281
+75
| +6% | +$3.68K | ﹤0.01% | 938 |
|
|
2020
Q1 | $55K | Buy |
1,206
+182
| +18% | +$11.1K | ﹤0.01% | 901 |
|
|
2019
Q4 | $70K | Hold |
1,024
| – | – | 0.01% | 925 |
|
|
2019
Q3 | $66K | Sell |
1,024
-70
| -6% | -$4.52K | 0.01% | 877 |
|
|
2019
Q2 | $72K | Hold |
1,094
| – | – | 0.01% | 771 |
|
|
2019
Q1 | $70K | Sell |
1,094
-66
| -6% | -$4.36K | 0.01% | 729 |
|
|
2018
Q4 | $70K | Buy |
1,160
+48
| +4% | +$3.11K | 0.01% | 649 |
|
|
2018
Q3 | $79K | Hold |
1,112
| – | – | 0.01% | 661 |
|
|
2018
Q2 | $84K | Buy |
1,112
+89
| +9% | +$6.84K | 0.01% | 587 |
|
|
2018
Q1 | $74K | Hold |
1,023
| – | – | 0.01% | 585 |
|
|
2017
Q4 | $74K | Hold |
1,023
| – | – | 0.01% | 581 |
|
|
2017
Q3 | $73K | Hold |
1,023
| – | – | 0.01% | 573 |
|
|
2017
Q2 | $71K | Buy |
1,023
+15
| +1% | +$1.1K | 0.01% | 588 |
|
|
2017
Q1 | $74K | Buy |
1,008
+102
| +11% | +$7.8K | 0.01% | 540 |
|
|
2016
Q4 | $70K | Buy |
+906
| New | +$63K | 0.02% | 487 |
|
Other funds holding UMBF
UB
VPM
VCM
Parallel Advisors's UMBF Position: Q1 2026 in Review
Parallel Advisors increased its UMB Financial (UMBF) stake by 13% in Q1 2026, buying an estimated $19.3K and bringing the position to 1,377 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.
Parallel Advisors first reported a position in UMBF in Q4 2016 and has held it in 38 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.
- Parallel Advisors held 1,377 shares of UMB Financial worth $155K as of Q1 2026.
- Parallel Advisors bought 160 UMB Financial shares in Q1 2026, an estimated $19.3K.
- UMB Financial made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1328 holding.
- Parallel Advisors first reported a position in UMB Financial in Q4 2016 and has held it in 38 quarters since.
- 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.