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

Hemington 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
2025
Q3 		$8K Buy
74
+11
+17% +$1.27K ﹤0.01% 994
2025
Q2 		$6K Buy
63
+5
+9% +$499 ﹤0.01% 1063
2025
Q1 		$5K Buy
58
+17
+41% +$1.87K ﹤0.01% 1078
2024
Q4 		$4K Buy
41
+16
+64% +$1.85K ﹤0.01% 1118
2024
Q3 		$2K Buy
+25
New +$2.44K ﹤0.01% 1250

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Hemington Wealth Management's UMBF Position: Q3 2025 in Review

Hemington Wealth Management increased its UMB Financial (UMBF) stake by 17% in Q3 2025, buying an estimated $1.27K and bringing the position to 74 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Hemington Wealth Management first reported a position in UMBF in Q3 2024 and has held it in 5 quarters since. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • Hemington Wealth Management held 74 shares of UMB Financial worth $8K as of Q3 2025.
  • Hemington Wealth Management bought 11 UMB Financial shares in Q3 2025, an estimated $1.27K.
  • UMB Financial made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #994 holding.
  • Hemington Wealth Management first reported a position in UMB Financial in Q3 2024 and has held it in 5 quarters since.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.