BHWM
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Bay Harbor Wealth Management’s UMB Financial UMBF Stock Holding History

Bay Harbor 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 		$2K Buy
14
+3
+27% +$386 ﹤0.01% 650
2026
Q1 		$1.25K Buy
11
+4
+57% +$481 ﹤0.01% 693
2025
Q4 		$807 Buy
7
+2
+40% +$227 ﹤0.01% 696
2025
Q3 		$593 Buy
5
+1
+25% +$115 ﹤0.01% 667
2025
Q2 		$421 Buy
4
+3
+300% +$299 ﹤0.01% 698
2025
Q1 		$101 Buy
+1
New +$110 ﹤0.01% 874

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

Bay Harbor Wealth Management's UMBF Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its UMB Financial (UMBF) stake by 27% in Q2 2026, buying an estimated $386 and bringing the position to 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Bay Harbor Wealth Management first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Bay Harbor Wealth Management held 14 shares of UMB Financial worth $2K as of Q2 2026.
  • Bay Harbor Wealth Management bought 3 UMB Financial shares in Q2 2026, an estimated $386.
  • UMB Financial made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #650 holding.
  • Bay Harbor Wealth Management first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.