PP
UMBF icon

PrairieView Partners’s UMB Financial UMBF Stock Holding History

PrairieView Partners’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
Q2 		$470K Hold
4,476
– – 0.05% 91
2025
Q1 		$452K Buy
+4,476
New +$493K 0.05% 93

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PrairieView Partners's UMBF Position: Q2 2025 in Review

PrairieView Partners held its UMB Financial (UMBF) position steady in Q2 2025 at 4,476 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #91.

PrairieView Partners first reported a position in UMBF in Q1 2025 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

  • PrairieView Partners held 4,476 shares of UMB Financial worth $470K as of Q2 2025.
  • PrairieView Partners left its UMB Financial share count unchanged in Q2 2025.
  • UMB Financial made up 0.05% of PrairieView Partners's portfolio in Q2 2025, its #91 holding.
  • PrairieView Partners first reported a position in UMB Financial in Q1 2025 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.