PAS
UMBF icon

Park Avenue Securities’s UMB Financial UMBF Stock Holding History

Park Avenue Securities’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 		$589K Buy
4,129
+215
+5% +$27.6K ﹤0.01% 1219
2026
Q1 		$441K Sell
3,914
-438
-10% -$52.7K ﹤0.01% 1166
2025
Q4 		$501K Sell
4,352
-27
-0.6% -$3.06K ﹤0.01% 1086
2025
Q3 		$518K Buy
4,379
+502
+13% +$57.9K ﹤0.01% 1169
2025
Q2 		$408K Buy
+3,877
New +$387K ﹤0.01% 1150
2025
Q1 		– Sell
-2,520
Closed -$284K – 1507
2024
Q4 		$284K Buy
+2,520
New +$291K ﹤0.01% 1303

Other funds holding UMBF

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Park Avenue Securities's UMBF Position: Q2 2026 in Review

Park Avenue Securities increased its UMB Financial (UMBF) stake by 5.5% in Q2 2026, buying an estimated $27.6K and bringing the position to 4,129 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Park Avenue Securities first reported a position in UMBF in Q4 2024 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Park Avenue Securities held 4,129 shares of UMB Financial worth $589K as of Q2 2026.
  • Park Avenue Securities bought 215 UMB Financial shares in Q2 2026, an estimated $27.6K.
  • UMB Financial made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1219 holding.
  • Park Avenue Securities first reported a position in UMB Financial in Q4 2024 and has held it in 6 quarters since.
  • 100 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.