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Basecamp Wealth Advisors’s UMB Financial UMBF Stock Holding History

Basecamp Wealth Advisors’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 		$286 Hold
2
– – ﹤0.01% 1707
2026
Q1 		$226 Hold
2
– – ﹤0.01% 1848
2025
Q4 		$230 Buy
+2
New +$227 ﹤0.01% 1693

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

Basecamp Wealth Advisors's UMBF Position: Q2 2026 in Review

Basecamp Wealth Advisors held its UMB Financial (UMBF) position steady in Q2 2026 at 2 shares worth $286. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Basecamp Wealth Advisors first reported a position in UMBF in Q4 2025 and has held it in 3 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Basecamp Wealth Advisors held 2 shares of UMB Financial worth $286 as of Q2 2026.
  • Basecamp Wealth Advisors left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1707 holding.
  • Basecamp Wealth Advisors first reported a position in UMB Financial in Q4 2025 and has held it in 3 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.