Darwin Wealth Management’s UMB Financial UMBF Stock Holding History

Darwin Wealth Management’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 Q3	$650	Buy	+5	New	+$713	﹤0.01%	1032

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Global Alpha Capital Management Montreal, Quebec, Canada $1.53B AUM 13.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Darwin Wealth Management's UMBF Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in UMB Financial (UMBF) in Q3 2026: 5 shares worth $650. The stake represents ﹤0.01% of the portfolio and ranks #1032 among its holdings.

296 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

Darwin Wealth Management held 5 shares of UMB Financial worth $650 as of Q3 2026.
UMB Financial was a new Darwin Wealth Management position in Q3 2026.
UMB Financial made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #1032 holding.
296 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.