STACKSTONE WEALTH, LLC’s UMB Financial UMBF Stock Holding History

STACKSTONE WEALTH, 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	$1.51M	Buy	+11,580	New	+$1.65M	0.15%	154

Other funds holding UMBF

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

STACKSTONE WEALTH, LLC's UMBF Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in UMB Financial (UMBF) in Q3 2026: 11,580 shares worth $1.51M. The stake represents 0.15% of the portfolio and ranks #154 among its holdings.

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

STACKSTONE WEALTH, LLC held 11,580 shares of UMB Financial worth $1.51M as of Q3 2026.
UMB Financial was a new STACKSTONE WEALTH, LLC position in Q3 2026.
UMB Financial made up 0.15% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #154 holding.
51 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.