PMFA
UMBF icon

Plante Moran Financial Advisors’s UMB Financial UMBF Stock Holding History

Plante Moran Financial 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
2025
Q3 		– Sell
-346
Closed -$36.4K – 867
2025
Q2 		$36.4K Buy
+346
New +$34.5K ﹤0.01% 387
2016
Q1 		– Sell
-100
Closed -$5K – 1036
2015
Q4 		$5K Buy
+100
New +$5.05K ﹤0.01% 739

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Plante Moran Financial Advisors's UMBF Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 346 shares — an estimated $36.4K sold.

Plante Moran Financial Advisors first reported a position in UMBF in Q4 2015 and held it in 2 quarters. The position peaked at $36.4K in Q2 2025. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • Plante Moran Financial Advisors reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 346 UMB Financial shares in Q3 2025, an estimated $36.4K.
  • Plante Moran Financial Advisors first reported a position in UMB Financial in Q4 2015 and held it in 2 quarters.
  • Plante Moran Financial Advisors's UMB Financial position peaked at $36.4K in Q2 2025.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.