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Guardian Wealth Advisors (North Carolina)’s UMB Financial UMBF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$291K Buy
2,031
+21
+1% +$2.7K 0.02% 318
2026
Q1 		$228K Buy
2,010
+8
+0.4% +$963 0.01% 330
2025
Q4 		$231K Sell
2,002
-218
-10% -$24.7K 0.01% 338
2025
Q3 		$264K Sell
2,220
-176
-7% -$20.3K 0.02% 305
2025
Q2 		$253K Buy
2,396
+5
+0.2% +$499 0.02% 294
2025
Q1 		$243K Buy
+2,391
New +$264K 0.02% 280

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s UMBF Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its UMB Financial (UMBF) stake by 1% in Q2 2026, buying an estimated $2.7K and bringing the position to 2,031 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #318.

Guardian Wealth Advisors (North Carolina) first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 2,031 shares of UMB Financial worth $291K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 21 UMB Financial shares in Q2 2026, an estimated $2.7K.
  • UMB Financial made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #318 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.