JTBR
UMBF icon

James T. Borello RIA’s UMB Financial UMBF Stock Holding History

James T. Borello RIA’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
Q3 		$3.77K Sell
29
-2
-6% -$285 ﹤0.01% 843
2026
Q2 		$4.43K Buy
31
+4
+15% +$514 ﹤0.01% 822
2026
Q1 		$3.04K Buy
27
+1
+4% +$120 ﹤0.01% 861
2025
Q4 		$2.99K Buy
+26
New +$2.94K ﹤0.01% 696

Other funds holding UMBF

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

James T. Borello RIA's UMBF Position: Q3 2026 in Review

James T. Borello RIA reduced its UMB Financial (UMBF) stake by 6.5% in Q3 2026, selling an estimated $285 and leaving 29 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

James T. Borello RIA first reported a position in UMBF in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.43K in Q2 2026. 46 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • James T. Borello RIA held 29 shares of UMB Financial worth $3.77K as of Q3 2026.
  • James T. Borello RIA sold 2 UMB Financial shares in Q3 2026, an estimated $285.
  • UMB Financial made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #843 holding.
  • James T. Borello RIA first reported a position in UMB Financial in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's UMB Financial position peaked at $4.43K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.