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Flywheel Private Wealth’s UMB Financial UMBF Stock Holding History

Flywheel 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 		$428K Hold
3,000
– – 0.21% 56
2026
Q1 		$338K Buy
+3,000
New +$361K 0.19% 66

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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Flywheel Private Wealth held its UMB Financial (UMBF) position steady in Q2 2026 at 3,000 shares worth $428K. The position accounts for 0.21% of the portfolio, ranked #56.

Flywheel Private Wealth first reported a position in UMBF in Q1 2026 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Flywheel Private Wealth held 3,000 shares of UMB Financial worth $428K as of Q2 2026.
  • Flywheel Private Wealth left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up 0.21% of Flywheel Private Wealth's portfolio in Q2 2026, its #56 holding.
  • Flywheel Private Wealth first reported a position in UMB Financial in Q1 2026 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.