Confluence Wealth Services »

UMB Financial Corporation shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of UMB Financial Corporation (UMBF) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in UMB Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including UMB Financial Corporation held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UMB Financial Corporation by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $347k 2.4k 142.76
2022-06-30 $315k 3.3k 95.45
2022-03-31 $320k 3.3k 96.97
2021-12-31 $350k 3.3k 106.06

More positions owned by Confluence Wealth Services

Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Capital Group Dividend Growers Etf Etf (CGDG)
Dimensional International Value Etf Etf (DFIV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Dividend Growth Etf Etf (DGRO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Capital Group International Focus Equity Etf Etf (CGXU)
Ishares Msci Eafe Etf Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Apple Stock (AAPL)

View all positions for Confluence Wealth Services

Top funds holding UMB Financial Corporation

BlackRock
Umb Bank N A
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Dimensional Fund Advisors
FMR
Geode Capital Management
Wellington Management Company
Neuberger Berman Group
Alliancebernstein
Earnest Partners
Goldman Sachs Group
Allspring Global Investments Holdings
American Century Companies

View all funds holding UMB Financial Corporation