Transamerica Financial Advisors’s UMB Financial UMBF Stock Holding History

Transamerica 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	$1K	Buy	+7	New	+$900	﹤0.01%	1496

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

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

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

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

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

Transamerica Financial Advisors opened a new position in UMB Financial (UMBF) in Q2 2026: 7 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1496 among its holdings.

480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Transamerica Financial Advisors held 7 shares of UMB Financial worth $1K as of Q2 2026.
UMB Financial was a new Transamerica Financial Advisors position in Q2 2026.
UMB Financial made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1496 holding.
480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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