Action Point Financial Planning’s UMB Financial UMBF Stock Holding History

Action Point Financial Planning’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	$7.57K	Buy	+57	New	+$7.33K	﹤0.01%	1600

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

Action Point Financial Planning's UMBF Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in UMB Financial (UMBF) in Q2 2026: 57 shares worth $7.57K. The stake represents ﹤0.01% of the portfolio and ranks #1600 among its holdings.

479 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Action Point Financial Planning held 57 shares of UMB Financial worth $7.57K as of Q2 2026.
UMB Financial was a new Action Point Financial Planning position in Q2 2026.
UMB Financial made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1600 holding.
479 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.