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Scheeler Financial LLC’s UMB Financial UMBF Stock Holding History

Scheeler Financial LLC’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 		$212K Buy
+1,628
New +$232K 0.16% 74

Other funds holding UMBF

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
WCM
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Scheeler Financial LLC's UMBF Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in UMB Financial (UMBF) in Q3 2026: 1,628 shares worth $212K. The stake represents 0.16% of the portfolio and ranks #74 among its holdings.

21 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Scheeler Financial LLC held 1,628 shares of UMB Financial worth $212K as of Q3 2026.
  • UMB Financial was a new Scheeler Financial LLC position in Q3 2026.
  • UMB Financial made up 0.16% of Scheeler Financial LLC's portfolio in Q3 2026, its #74 holding.
  • 21 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.