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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
Q2 		$408K Hold
2,858
– – 0.01% 857
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 $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

Ashton Thomas Private Wealth's UMBF Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its UMB Financial (UMBF) position steady in Q2 2026 at 2,858 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #857.

Ashton Thomas Private Wealth first reported a position in UMBF in Q2 2024 and has held it in 5 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Ashton Thomas Private Wealth held 2,858 shares of UMB Financial worth $408K as of Q2 2026.
  • Ashton Thomas Private Wealth left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #857 holding.
  • Ashton Thomas Private Wealth first reported a position in UMB Financial in Q2 2024 and has held it in 5 quarters since.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.