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Ritholtz Wealth Management’s UMB Financial UMBF Stock Holding History

Ritholtz Wealth Management’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 		$301K Buy
2,108
+110
+6% +$14.1K ﹤0.01% 1055
2026
Q1 		$225K Buy
1,998
+152
+8% +$18.3K ﹤0.01% 1090
2025
Q4 		$212K Buy
1,846
+3
+0.2% +$340 ﹤0.01% 1042
2025
Q3 		$218K Buy
+1,843
New +$212K ﹤0.01% 950

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

Ritholtz Wealth Management's UMBF Position: Q2 2026 in Review

Ritholtz Wealth Management increased its UMB Financial (UMBF) stake by 5.5% in Q2 2026, buying an estimated $14.1K and bringing the position to 2,108 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Ritholtz Wealth Management first reported a position in UMBF in Q3 2025 and has held it in 4 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Ritholtz Wealth Management held 2,108 shares of UMB Financial worth $301K as of Q2 2026.
  • Ritholtz Wealth Management bought 110 UMB Financial shares in Q2 2026, an estimated $14.1K.
  • UMB Financial made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1055 holding.
  • Ritholtz Wealth Management first reported a position in UMB Financial in Q3 2025 and has held it in 4 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.