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Steward Partners Investment Advisory’s UMB Financial UMBF Stock Holding History

Steward Partners Investment Advisory’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 		$349K Buy
3,096
+186
+6% +$22.4K ﹤0.01% 1718
2025
Q4 		$335K Buy
2,910
+108
+4% +$12.2K ﹤0.01% 1651
2025
Q3 		$332K Sell
2,802
-17
-0.6% -$1.96K ﹤0.01% 1600
2025
Q2 		$296K Sell
2,819
-212
-7% -$21.1K ﹤0.01% 1560
2025
Q1 		$306K Buy
3,031
+2,117
+232% +$233K ﹤0.01% 1435
2024
Q4 		$103K Buy
+914
New +$106K ﹤0.01% 1965
2024
Q3 		– Sell
-10
Closed -$834 – 3850
2024
Q2 		$834 Buy
+10
New +$820 ﹤0.01% 3416
2019
Q4 		– Sell
-28
Closed -$1K – 2749
2019
Q3 		$1K Hold
28
– – ﹤0.01% 2558
2019
Q2 		$1K Buy
+28
New +$1.85K ﹤0.01% 2559
2018
Q4 		– Sell
-28
Closed -$2K – 2085
2018
Q3 		$2K Hold
28
– – ﹤0.01% 2408
2018
Q2 		$2K Hold
28
– – ﹤0.01% 2260
2018
Q1 		$2K Hold
28
– – ﹤0.01% 2046
2017
Q4 		$2K Buy
+28
New +$2.06K ﹤0.01% 1726

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Steward Partners Investment Advisory's UMBF Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its UMB Financial (UMBF) stake by 6.4% in Q1 2026, buying an estimated $22.4K and bringing the position to 3,096 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Steward Partners Investment Advisory first reported a position in UMBF in Q4 2017 and has held it in 13 quarters since. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Steward Partners Investment Advisory held 3,096 shares of UMB Financial worth $349K as of Q1 2026.
  • Steward Partners Investment Advisory bought 186 UMB Financial shares in Q1 2026, an estimated $22.4K.
  • UMB Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1718 holding.
  • Steward Partners Investment Advisory first reported a position in UMB Financial in Q4 2017 and has held it in 13 quarters since.
  • 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.