Elyxium Wealth’s UMB Financial UMBF Stock Holding History

Elyxium 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 Q1	–	Sell	-1	Closed	-$115	–	1209
2025 Q4	$115	Buy	+1	New	+$113	﹤0.01%	1322

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Elyxium Wealth's UMBF Position: Q1 2026 in Review

Elyxium Wealth sold out of UMB Financial (UMBF) in Q1 2026, closing a stake of 1 share — an estimated $115 sold.

Elyxium Wealth first reported a position in UMBF in Q4 2025 and held it in 1 quarter. The position peaked at $115 in Q4 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

Elyxium Wealth reported no remaining UMB Financial position as of Q1 2026 after selling out during the quarter.
Elyxium Wealth sold 1 UMB Financial share in Q1 2026, an estimated $115.
Elyxium Wealth first reported a position in UMB Financial in Q4 2025 and held it in 1 quarter.
Elyxium Wealth's UMB Financial position peaked at $115 in Q4 2025.
449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.