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HHM Wealth Advisors’s UMB Financial UMBF Stock Holding History

HHM Wealth Advisors’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
-56
Closed -$6.44K – 917
2025
Q4 		$6.44K Hold
56
– – ﹤0.01% 673
2025
Q3 		$6.63K Hold
56
– – ﹤0.01% 690
2025
Q2 		$5.89K Hold
56
– – ﹤0.01% 676
2025
Q1 		$5.66K Buy
+56
New +$6.17K ﹤0.01% 662

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

HHM Wealth Advisors's UMBF Position: Q1 2026 in Review

HHM Wealth Advisors sold out of UMB Financial (UMBF) in Q1 2026, closing a stake of 56 shares — an estimated $6.44K sold.

HHM Wealth Advisors first reported a position in UMBF in Q1 2025 and held it in 4 quarters. The position peaked at $6.63K in Q3 2025. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • HHM Wealth Advisors reported no remaining UMB Financial position as of Q1 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 56 UMB Financial shares in Q1 2026, an estimated $6.44K.
  • HHM Wealth Advisors first reported a position in UMB Financial in Q1 2025 and held it in 4 quarters.
  • HHM Wealth Advisors's UMB Financial position peaked at $6.63K in Q3 2025.
  • 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.