AWM
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Aprio Wealth Management’s UMB Financial UMBF Stock Holding History

Aprio Wealth Management’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 		$382K Hold
2,679
– – 0.02% 448
2026
Q1 		$302K Buy
2,679
+867
+48% +$104K 0.02% 484
2025
Q4 		$208K Buy
+1,812
New +$205K 0.01% 516

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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aprio Wealth Management's UMBF Position: Q2 2026 in Review

Aprio Wealth Management held its UMB Financial (UMBF) position steady in Q2 2026 at 2,679 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #448.

Aprio Wealth Management first reported a position in UMBF in Q4 2025 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Aprio Wealth Management held 2,679 shares of UMB Financial worth $382K as of Q2 2026.
  • Aprio Wealth Management left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #448 holding.
  • Aprio Wealth Management first reported a position in UMB Financial in Q4 2025 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.