HWM
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HB Wealth Management’s UMB Financial UMBF Stock Holding History

HB 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
Q2 		$248K Buy
+1,735
New +$223K ﹤0.01% 1475
2025
Q1 		– Sell
-2,157
Closed -$243K – 1284
2024
Q4 		$243K Buy
+2,157
New +$249K ﹤0.01% 895

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 $3.38T AUM 44.17% 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

HB Wealth Management's UMBF Position: Q2 2026 in Review

HB Wealth Management opened a new position in UMB Financial (UMBF) in Q2 2026: 1,735 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1475 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in UMBF as recently as Q4 2024.

HB Wealth Management first reported a position in UMBF in Q4 2024 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • HB Wealth Management held 1,735 shares of UMB Financial worth $248K as of Q2 2026.
  • UMB Financial was a new HB Wealth Management position in Q2 2026.
  • UMB Financial made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1475 holding.
  • HB Wealth Management first reported a position in UMB Financial in Q4 2024 and has held it in 2 quarters since.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.