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Bridgewealth Advisory Group’s UMB Financial UMBF Stock Holding History

Bridgewealth Advisory Group’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
Q1 		$219K Hold
1,938
– – 0.05% 122
2025
Q4 		$223K Hold
1,938
– – 0.05% 115
2025
Q3 		$229K Hold
1,938
– – 0.05% 107
2025
Q2 		$204K Buy
+1,938
New +$193K 0.05% 111
2025
Q1 		– Sell
-1,938
Closed -$218K – 108
2024
Q4 		$218K Buy
+1,938
New +$224K 0.06% 103

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bridgewealth Advisory Group's UMBF Position: Q1 2026 in Review

Bridgewealth Advisory Group held its UMB Financial (UMBF) position steady in Q1 2026 at 1,938 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #122.

Bridgewealth Advisory Group first reported a position in UMBF in Q4 2024 and has held it in 5 quarters since. The position peaked at $229K in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Bridgewealth Advisory Group held 1,938 shares of UMB Financial worth $219K as of Q1 2026.
  • Bridgewealth Advisory Group left its UMB Financial share count unchanged in Q1 2026.
  • UMB Financial made up 0.05% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #122 holding.
  • Bridgewealth Advisory Group first reported a position in UMB Financial in Q4 2024 and has held it in 5 quarters since.
  • Bridgewealth Advisory Group's UMB Financial position peaked at $229K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.