SA
UMBF icon

Sanctuary Advisors’s UMB Financial UMBF Stock Holding History

Sanctuary Advisors’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 		$376K Buy
2,635
+336
+15% +$43.2K ﹤0.01% 2175
2026
Q1 		$259K Buy
2,299
+325
+16% +$39.1K ﹤0.01% 2184
2025
Q4 		$227K Buy
1,974
+8
+0.4% +$906 ﹤0.01% 2208
2025
Q3 		$233K Buy
+1,966
New +$227K ﹤0.01% 2172

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 $3.38T AUM 44.17% 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

Sanctuary Advisors's UMBF Position: Q2 2026 in Review

Sanctuary Advisors increased its UMB Financial (UMBF) stake by 15% in Q2 2026, buying an estimated $43.2K and bringing the position to 2,635 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Sanctuary Advisors first reported a position in UMBF in Q3 2025 and has held it in 4 quarters since. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Sanctuary Advisors held 2,635 shares of UMB Financial worth $376K as of Q2 2026.
  • Sanctuary Advisors bought 336 UMB Financial shares in Q2 2026, an estimated $43.2K.
  • UMB Financial made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2175 holding.
  • Sanctuary Advisors first reported a position in UMB Financial in Q3 2025 and has held it in 4 quarters since.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.