UCFA
UMBF icon

United Capital Financial Advisors’s UMB Financial UMBF Stock Holding History

United Capital 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 		$347K Sell
2,432
-495
-17% -$63.6K ﹤0.01% 1304
2026
Q1 		$330K Buy
2,927
+1,083
+59% +$130K ﹤0.01% 1299
2025
Q4 		$212K Buy
1,844
+98
+6% +$11.1K ﹤0.01% 1307
2025
Q3 		$207K Buy
+1,746
New +$201K ﹤0.01% 1156

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

United Capital Financial Advisors's UMBF Position: Q2 2026 in Review

United Capital Financial Advisors reduced its UMB Financial (UMBF) stake by 17% in Q2 2026, selling an estimated $63.6K and leaving 2,432 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

United Capital Financial Advisors first reported a position in UMBF in Q3 2025 and has held it in 4 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • United Capital Financial Advisors held 2,432 shares of UMB Financial worth $347K as of Q2 2026.
  • United Capital Financial Advisors sold 495 UMB Financial shares in Q2 2026, an estimated $63.6K.
  • UMB Financial made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1304 holding.
  • United Capital Financial Advisors first reported a position in UMB Financial in Q3 2025 and has held it in 4 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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