SageView Advisory Group’s UMB Financial UMBF Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-45	Closed	-$5.18K	–	2318
2025 Q4	$5.18K	Buy	+45	New	+$5.1K	﹤0.01%	1958

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SageView Advisory Group's UMBF Position: Q1 2026 in Review

SageView Advisory Group sold out of UMB Financial (UMBF) in Q1 2026, closing a stake of 45 shares — an estimated $5.18K sold.

SageView Advisory Group first reported a position in UMBF in Q4 2025 and held it in 1 quarter. The position peaked at $5.18K in Q4 2025. 452 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

SageView Advisory Group reported no remaining UMB Financial position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 45 UMB Financial shares in Q1 2026, an estimated $5.18K.
SageView Advisory Group first reported a position in UMB Financial in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's UMB Financial position peaked at $5.18K in Q4 2025.
452 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.