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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
Q2 		$277K Hold
1,938
– – 0.05% 106
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 $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

Bridgewealth Advisory Group's UMBF Position: Q2 2026 in Review

Bridgewealth Advisory Group held its UMB Financial (UMBF) position steady in Q2 2026 at 1,938 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #106.

Bridgewealth Advisory Group first reported a position in UMBF in Q4 2024 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Bridgewealth Advisory Group held 1,938 shares of UMB Financial worth $277K as of Q2 2026.
  • Bridgewealth Advisory Group left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up 0.05% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #106 holding.
  • Bridgewealth Advisory Group first reported a position in UMB Financial in Q4 2024 and has held it in 6 quarters since.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.