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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
Q2 		– Sell
-210
Closed -$23.7K – 3026
2026
Q1 		$23.7K Buy
210
+42
+25% +$5.05K ﹤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

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Root Financial Partners's UMBF Position: Q2 2026 in Review

Root Financial Partners sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 210 shares — an estimated $23.7K sold.

Root Financial Partners first reported a position in UMBF in Q3 2025 and held it in 3 quarters. The position peaked at $23.7K in Q1 2026. 144 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Root Financial Partners reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 210 UMB Financial shares in Q2 2026, an estimated $23.7K.
  • Root Financial Partners first reported a position in UMB Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's UMB Financial position peaked at $23.7K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.