Aaron Wealth Advisors’s UMB Financial UMBF Stock Holding History

Aaron Wealth Advisors’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 Q2	$206K	Buy	+1,444	New	+$186K	0.01%	677
2023 Q3	–	Sell	-13,907	Closed	-$847K	–	276
2023 Q2	$847K	Buy	13,907 +4,638	+50%	+$277K	0.11%	105
2023 Q1	$535K	Buy	+9,269	New	+$753K	0.07%	148
2022 Q2	–	Sell	-1,072	Closed	-$104K	–	809
2022 Q1	$104K	Buy	+1,072	New	+$109K	0.02%	270

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Aaron Wealth Advisors's UMBF Position: Q2 2026 in Review

Aaron Wealth Advisors opened a new position in UMB Financial (UMBF) in Q2 2026: 1,444 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: Aaron Wealth Advisors previously reported a position in UMBF as recently as Q2 2023.

Aaron Wealth Advisors first reported a position in UMBF in Q1 2022 and has held it in 4 quarters since. The position peaked at $847K in Q2 2023. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Aaron Wealth Advisors held 1,444 shares of UMB Financial worth $206K as of Q2 2026.
UMB Financial was a new Aaron Wealth Advisors position in Q2 2026.
UMB Financial made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #677 holding.
Aaron Wealth Advisors first reported a position in UMB Financial in Q1 2022 and has held it in 4 quarters since.
Aaron Wealth Advisors's UMB Financial position peaked at $847K in Q2 2023.
482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.