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Carolinas Wealth Consulting’s UMB Financial UMBF Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-28
Closed -$2.83K – 882
2025
Q1 		$2.83K Buy
+28
New +$3.09K ﹤0.01% 716
2024
Q1 		– Sell
-3
Closed -$290 – 1156
2023
Q4 		$290 Hold
3
– – ﹤0.01% 970
2023
Q3 		$216 Buy
+3
New +$195 ﹤0.01% 995

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carolinas Wealth Consulting's UMBF Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of UMB Financial (UMBF) in Q2 2025, closing a stake of 28 shares — an estimated $2.83K sold.

Carolinas Wealth Consulting first reported a position in UMBF in Q3 2023 and held it in 3 quarters. The position peaked at $2.83K in Q1 2025. 409 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining UMB Financial position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 28 UMB Financial shares in Q2 2025, an estimated $2.83K.
  • Carolinas Wealth Consulting first reported a position in UMB Financial in Q3 2023 and held it in 3 quarters.
  • Carolinas Wealth Consulting's UMB Financial position peaked at $2.83K in Q1 2025.
  • 409 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.