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UMBF icon

Smartleaf Asset Management’s UMB Financial UMBF Stock Holding History

Smartleaf Asset Management’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 		$125K Hold
879
– – ﹤0.01% 1050
2026
Q1 		$96.7K Sell
879
-9
-1% -$1.08K ﹤0.01% 1127
2025
Q4 		$104K Buy
888
+136
+18% +$15.4K ﹤0.01% 1168
2025
Q3 		$89.1K Buy
752
+472
+169% +$54.4K 0.01% 1135
2025
Q2 		$29.7K Sell
280
-285
-50% -$28.4K ﹤0.01% 1388
2025
Q1 		$56.6K Buy
565
+421
+292% +$46.4K 0.01% 1082
2024
Q4 		$16.3K Buy
144
+37
+35% +$4.28K ﹤0.01% 1760
2024
Q3 		$11.1K Buy
107
+72
+206% +$7.02K ﹤0.01% 1693
2024
Q2 		$2.87K Buy
35
+12
+52% +$984 ﹤0.01% 2073
2024
Q1 		$1.97K Buy
+23
New +$1.87K ﹤0.01% 1476

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

Smartleaf Asset Management's UMBF Position: Q2 2026 in Review

Smartleaf Asset Management held its UMB Financial (UMBF) position steady in Q2 2026 at 879 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Smartleaf Asset Management first reported a position in UMBF in Q1 2024 and has held it in 10 quarters since. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Smartleaf Asset Management held 879 shares of UMB Financial worth $125K as of Q2 2026.
  • Smartleaf Asset Management left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1050 holding.
  • Smartleaf Asset Management first reported a position in UMB Financial in Q1 2024 and has held it in 10 quarters since.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.