Curio Wealth’s UMB Financial UMBF Stock Holding History

Curio Wealth’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	–	Sell	-2	Closed	-$226	–	1078
2026 Q1	$226	Buy	+2	New	+$241	﹤0.01%	733

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Curio Wealth's UMBF Position: Q2 2026 in Review

Curio Wealth sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 2 shares — an estimated $226 sold.

Curio Wealth first reported a position in UMBF in Q1 2026 and held it in 1 quarter. The position peaked at $226 in Q1 2026. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Curio Wealth reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 UMB Financial shares in Q2 2026, an estimated $226.
Curio Wealth first reported a position in UMB Financial in Q1 2026 and held it in 1 quarter.
Curio Wealth's UMB Financial position peaked at $226 in Q1 2026.
481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.