AW
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Avion Wealth’s UMB Financial UMBF Stock Holding History

Avion 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 		$4K Buy
34
+8
+31% +$1.03K ﹤0.01% 885
2026
Q1 		$2K Buy
26
+20
+333% +$2.41K ﹤0.01% 932
2025
Q4 		$0 Hold
6
– – ﹤0.01% 1600
2025
Q3 		$0 Hold
6
– – ﹤0.01% 1561
2025
Q2 		$0 Buy
+6
New +$598 ﹤0.01% 1624

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

Avion Wealth's UMBF Position: Q2 2026 in Review

Avion Wealth increased its UMB Financial (UMBF) stake by 31% in Q2 2026, buying an estimated $1.03K and bringing the position to 34 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Avion Wealth first reported a position in UMBF in Q2 2025 and has held it in 5 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Avion Wealth held 34 shares of UMB Financial worth $4K as of Q2 2026.
  • Avion Wealth bought 8 UMB Financial shares in Q2 2026, an estimated $1.03K.
  • UMB Financial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #885 holding.
  • Avion Wealth first reported a position in UMB Financial in Q2 2025 and has held it in 5 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.