DiNuzzo Private Wealth’s UMB Financial UMBF Stock Holding History

DiNuzzo Private 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	$1.86K	Hold	13	–	–	﹤0.01%	709
2026 Q1	$1.47K	Hold	13	–	–	﹤0.01%	755
2025 Q4	$1.5K	Hold	13	–	–	﹤0.01%	743
2025 Q3	$1.58K	Hold	13	–	–	﹤0.01%	723
2025 Q2	$1.37K	Hold	13	–	–	﹤0.01%	757
2025 Q1	$1.31K	Hold	13	–	–	﹤0.01%	733
2024 Q4	$1.47K	Hold	13	–	–	﹤0.01%	713
2024 Q3	$1.37K	Buy	13 +2	+18%	+$195	﹤0.01%	749
2024 Q2	$918	Buy	11 +1	+10%	+$82	﹤0.01%	823
2024 Q1	$870	Hold	10	–	–	﹤0.01%	793
2023 Q4	$836	Buy	+10	New	+$703	﹤0.01%	776

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

DiNuzzo Private Wealth's UMBF Position: Q2 2026 in Review

DiNuzzo Private Wealth held its UMB Financial (UMBF) position steady in Q2 2026 at 13 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

DiNuzzo Private Wealth first reported a position in UMBF in Q4 2023 and has held it in 11 quarters since. 144 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

DiNuzzo Private Wealth held 13 shares of UMB Financial worth $1.86K as of Q2 2026.
DiNuzzo Private Wealth left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #709 holding.
DiNuzzo Private Wealth first reported a position in UMB Financial in Q4 2023 and has held it in 11 quarters since.
144 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.