Root Financial Partners
UMBF icon

Root Financial Partners’s UMB Financial UMBF Stock Holding History

Root Financial 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
2026
Q3 		$53.4K Buy
+411
New +$58.6K ﹤0.01% 1051
2026
Q2 		– Sell
-210
Closed -$23.7K – 3026
2026
Q1 		$23.7K Buy
210
+42
+25% +$5.06K ﹤0.01% 1224
2025
Q4 		$19.3K Buy
168
+28
+20% +$3.17K ﹤0.01% 1205
2025
Q3 		$16.6K Buy
+140
New +$16.1K ﹤0.01% 1211

Other funds holding UMBF

UMB Bank
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Root Financial Partners's UMBF Position: Q3 2026 in Review

Root Financial Partners opened a new position in UMB Financial (UMBF) in Q3 2026: 411 shares worth $53.4K. The stake represents ﹤0.01% of the portfolio and ranks #1051 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UMBF as recently as Q1 2026.

Root Financial Partners first reported a position in UMBF in Q3 2025 and has held it in 4 quarters since. 239 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Root Financial Partners held 411 shares of UMB Financial worth $53.4K as of Q3 2026.
  • UMB Financial was a new Root Financial Partners position in Q3 2026.
  • UMB Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1051 holding.
  • Root Financial Partners first reported a position in UMB Financial in Q3 2025 and has held it in 4 quarters since.
  • 239 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.