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UMB Financial Corporation shares owned by GoalVest Advisory

Quarter-by-quarter ownership of UMB Financial Corporation (UMBF) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in UMB Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including UMB Financial Corporation held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UMB Financial Corporation by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $131k 915 142.76
2023-09-30 $2.9k 47 62.04
2023-06-30 $2.7k 44 60.91

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Top funds holding UMB Financial Corporation

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

View all funds holding UMB Financial Corporation