Alliance Wealth Advisors (Utah)’s UMB Financial UMBF Stock Holding History

Alliance Wealth Advisors (Utah)’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	$422K	Buy	+2,955	New	+$380K	0.08%	156

Other funds holding UMBF

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

WCM

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

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s UMBF Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) opened a new position in UMB Financial (UMBF) in Q2 2026: 2,955 shares worth $422K. The stake represents 0.08% of the portfolio and ranks #156 among its holdings.

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

Alliance Wealth Advisors (Utah) held 2,955 shares of UMB Financial worth $422K as of Q2 2026.
UMB Financial was a new Alliance Wealth Advisors (Utah) position in Q2 2026.
UMB Financial made up 0.08% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #156 holding.
88 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.