AWA
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Acumen Wealth Advisors’s UMB Financial UMBF Stock Holding History

Acumen 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 		$29.8K Buy
208
+50
+32% +$6.43K 0.01% 194
2026
Q1 		$17.9K Buy
158
+2
+1% +$241 ﹤0.01% 236
2025
Q4 		$18K Buy
+156
New +$17.7K 0.01% 236

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Acumen Wealth Advisors increased its UMB Financial (UMBF) stake by 32% in Q2 2026, buying an estimated $6.43K and bringing the position to 208 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #194.

Acumen Wealth Advisors first reported a position in UMBF in Q4 2025 and has held it in 3 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Acumen Wealth Advisors held 208 shares of UMB Financial worth $29.8K as of Q2 2026.
  • Acumen Wealth Advisors bought 50 UMB Financial shares in Q2 2026, an estimated $6.43K.
  • UMB Financial made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #194 holding.
  • Acumen Wealth Advisors first reported a position in UMB Financial in Q4 2025 and has held it in 3 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.