SFA
UMBF icon

Sequoia Financial Advisors’s UMB Financial UMBF Stock Holding History

Sequoia Financial 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 		$880K Buy
6,163
+1,929
+46% +$248K ﹤0.01% 1010
2026
Q1 		$478K Sell
4,234
-2,117
-33% -$255K ﹤0.01% 1303
2025
Q4 		$731K Buy
6,351
+2,944
+86% +$334K ﹤0.01% 1066
2025
Q3 		$403K Buy
3,407
+101
+3% +$11.6K ﹤0.01% 1237
2025
Q2 		$348K Buy
+3,306
New +$330K ﹤0.01% 1183

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

Sequoia Financial Advisors's UMBF Position: Q2 2026 in Review

Sequoia Financial Advisors increased its UMB Financial (UMBF) stake by 46% in Q2 2026, buying an estimated $248K and bringing the position to 6,163 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Sequoia Financial Advisors first reported a position in UMBF in Q2 2025 and has held it in 5 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Sequoia Financial Advisors held 6,163 shares of UMB Financial worth $880K as of Q2 2026.
  • Sequoia Financial Advisors bought 1,929 UMB Financial shares in Q2 2026, an estimated $248K.
  • UMB Financial made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1010 holding.
  • Sequoia Financial Advisors first reported a position in UMB Financial in Q2 2025 and has held it in 5 quarters since.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.