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Ashton Thomas Private Wealth’s UMB Financial UMBF Stock Holding History

Ashton Thomas Private Wealth’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
Q1 		$322K Buy
2,858
+778
+37% +$93.6K 0.01% 859
2025
Q4 		$240K Buy
2,080
+64
+3% +$7.25K 0.01% 902
2025
Q3 		$239K Buy
+2,016
New +$232K 0.01% 879
2024
Q3 		– Sell
-60
Closed -$5K – 1768
2024
Q2 		$5K Buy
+60
New +$4.92K ﹤0.01% 1559

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ashton Thomas Private Wealth's UMBF Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its UMB Financial (UMBF) stake by 37% in Q1 2026, buying an estimated $93.6K and bringing the position to 2,858 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #859.

Ashton Thomas Private Wealth first reported a position in UMBF in Q2 2024 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Ashton Thomas Private Wealth held 2,858 shares of UMB Financial worth $322K as of Q1 2026.
  • Ashton Thomas Private Wealth bought 778 UMB Financial shares in Q1 2026, an estimated $93.6K.
  • UMB Financial made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #859 holding.
  • Ashton Thomas Private Wealth first reported a position in UMB Financial in Q2 2024 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.