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	-104,162	Closed	-$1.07M	–	809
2022 Q1	$1.07M	Buy	+104,162	New	+$10.6M	0.01%	343

Other funds holding UMBF

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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 $1.07M in Q1 2022. 46 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 $1.07M in Q1 2022.
46 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.