Curated Wealth Partners’s UMB Financial UMBF Stock Holding History

Curated Wealth Partners’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	$157K	Buy	+20,735	New	+$2.67M	0.02%	546

Other funds holding UMBF

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Curated Wealth Partners's UMBF Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in UMB Financial (UMBF) in Q2 2026: 20,735 shares worth $157K. The stake represents 0.02% of the portfolio and ranks #546 among its holdings.

124 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Curated Wealth Partners held 20,735 shares of UMB Financial worth $157K as of Q2 2026.
UMB Financial was a new Curated Wealth Partners position in Q2 2026.
UMB Financial made up 0.02% of Curated Wealth Partners's portfolio in Q2 2026, its #546 holding.
124 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.