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UMB Financial Corporation shares owned by N.E.W. Advisory Services

Quarter-by-quarter ownership of UMB Financial Corporation (UMBF) shares owned by N.E.W. Advisory Services from 13F filings

Historical chart of N.E.W. Advisory Services investment in UMB Financial Corporation

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All positions including UMB Financial Corporation held by N.E.W. Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UMB Financial Corporation by N.E.W. Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $450k 3.8k 118.35
2025-06-30 $406k 3.9k 105.16
2025-03-31 $391k 3.9k 101.10

More positions owned by N.E.W. Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Intl Aggr (IAGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for N.E.W. Advisory Services

Top funds holding UMB Financial Corporation

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

View all funds holding UMB Financial Corporation