Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s UMB Financial UMBF Stock Holding History

Carson Wealth (CWM 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
Q1 		$1.63M Buy
14,434
+560
+4% +$67.4K ﹤0.01% 1292
2025
Q4 		$1.6M Sell
13,874
-805
-5% -$91.2K ﹤0.01% 1255
2025
Q3 		$1.74M Buy
14,679
+3,611
+33% +$416K 0.01% 1150
2025
Q2 		$1.16M Buy
11,068
+465
+4% +$46.4K ﹤0.01% 1174
2025
Q1 		$1.07M Buy
10,603
+7,795
+278% +$859K ﹤0.01% 1087
2024
Q4 		$317K Buy
2,808
+298
+12% +$34.5K ﹤0.01% 1564
2024
Q3 		$264K Buy
2,510
+569
+29% +$55.5K ﹤0.01% 1616
2024
Q2 		$162K Buy
1,941
+129
+7% +$10.6K ﹤0.01% 1699
2024
Q1 		$158K Buy
1,812
+205
+13% +$16.7K ﹤0.01% 1629
2023
Q4 		$134K Sell
1,607
-704
-30% -$49.5K ﹤0.01% 1601
2023
Q3 		$143K Sell
2,311
-3
-0.1% -$195 ﹤0.01% 1456
2023
Q2 		$141K Sell
2,314
-416
-15% -$24.8K ﹤0.01% 1393
2023
Q1 		$158K Buy
2,730
+297
+12% +$24.1K ﹤0.01% 1296
2022
Q4 		$203K Sell
2,433
-92
-4% -$7.73K ﹤0.01% 1096
2022
Q3 		$213K Buy
2,525
+89
+4% +$8.05K ﹤0.01% 1023
2022
Q2 		$210K Buy
2,436
+1,882
+340% +$171K ﹤0.01% 1031
2022
Q1 		$54K Buy
+554
New +$56.5K ﹤0.01% 1574
2019
Q1 		– Sell
-5
Closed – – 3281
2018
Q4 		$0 Hold
5
– – ﹤0.01% 2249
2018
Q3 		$0 Sell
5
-13
-72% -$976 ﹤0.01% 1999
2018
Q2 		$1K Buy
18
+13
+260% +$999 ﹤0.01% 1610
2018
Q1 		$0 Hold
5
– – ﹤0.01% 1542
2017
Q4 		$0 Hold
5
– – ﹤0.01% 1586
2017
Q3 		$0 Hold
5
– – ﹤0.01% 1566
2017
Q2 		$0 Hold
5
– – ﹤0.01% 1317
2017
Q1 		$0 Buy
+5
New +$383 ﹤0.01% 1323

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UMBF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its UMB Financial (UMBF) stake by 4% in Q1 2026, buying an estimated $67.4K and bringing the position to 14,434 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Carson Wealth (CWM LLC) first reported a position in UMBF in Q1 2017 and has held it in 25 quarters since. The position peaked at $1.74M in Q3 2025. 452 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,434 shares of UMB Financial worth $1.63M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 560 UMB Financial shares in Q1 2026, an estimated $67.4K.
  • UMB Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1292 holding.
  • Carson Wealth (CWM LLC) first reported a position in UMB Financial in Q1 2017 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s UMB Financial position peaked at $1.74M in Q3 2025.
  • 452 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.