Bogart Wealth LLC’s UMB Financial UMBF Stock Holding History

Bogart Wealth LLC’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	$8.99K	Buy	63 +15	+31%	+$1.93K	﹤0.01%	1032
2026 Q1	$5.41K	Buy	+48	New	+$5.78K	﹤0.01%	1043

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bogart Wealth LLC's UMBF Position: Q2 2026 in Review

Bogart Wealth LLC increased its UMB Financial (UMBF) stake by 31% in Q2 2026, buying an estimated $1.93K and bringing the position to 63 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Bogart Wealth LLC first reported a position in UMBF in Q1 2026 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Bogart Wealth LLC held 63 shares of UMB Financial worth $8.99K as of Q2 2026.
Bogart Wealth LLC bought 15 UMB Financial shares in Q2 2026, an estimated $1.93K.
UMB Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1032 holding.
Bogart Wealth LLC first reported a position in UMB Financial in Q1 2026 and has held it in 2 quarters since.
484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.