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Rakuten Securities’s UMB Financial UMBF Stock Holding History

Rakuten 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 		– Sell
-5
Closed -$564 – 986
2026
Q1 		$564 Hold
5
– – ﹤0.01% 731
2025
Q4 		$575 Sell
5
-4
-44% -$453 ﹤0.01% 746
2025
Q3 		$1.06K Sell
9
-3
-25% -$346 ﹤0.01% 703
2025
Q2 		$1.26K Sell
12
-3
-20% -$299 ﹤0.01% 636
2025
Q1 		$1.52K Buy
+15
New +$1.65K ﹤0.01% 624

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Rakuten Securities's UMBF Position: Q2 2026 in Review

Rakuten Securities sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 5 shares — an estimated $564 sold.

Rakuten Securities first reported a position in UMBF in Q1 2025 and held it in 5 quarters. The position peaked at $1.52K in Q1 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Rakuten Securities reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Rakuten Securities sold 5 UMB Financial shares in Q2 2026, an estimated $564.
  • Rakuten Securities first reported a position in UMB Financial in Q1 2025 and held it in 5 quarters.
  • Rakuten Securities's UMB Financial position peaked at $1.52K in Q1 2025.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.