Ellevest, Inc.

SEC CIK: 0001644128
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

UMBF holding history

Umb Financial Corp in every 13F filed by Ellevest, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UMBF overview All 13F holders of UMBF Full Q2 2026 holdings

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of UMBF by Ellevest, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−10−100.0%	Sold out	Holders
Q1 2023	10	$577	<0.1%	+10	New	Holders
Q4 2022	0	$0	0.0%	−57−100.0%	Sold out	Holders
Q3 2022	57	$5.00K	<0.1%	+57	New	Holders