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Wealthspire Advisors (New York)’s UMB Financial UMBF Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-697
Closed -$82.5K – 2788
2025
Q3 		$82.5K Buy
+697
New +$80.3K ﹤0.01% 1068

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s UMBF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of UMB Financial (UMBF) in Q4 2025, closing a stake of 697 shares — an estimated $82.5K sold.

Wealthspire Advisors (New York) first reported a position in UMBF in Q3 2025 and held it in 1 quarter. The position peaked at $82.5K in Q3 2025. 411 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining UMB Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 697 UMB Financial shares in Q4 2025, an estimated $82.5K.
  • Wealthspire Advisors (New York) first reported a position in UMB Financial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s UMB Financial position peaked at $82.5K in Q3 2025.
  • 411 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.