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High Net Worth Advisory Group’s UMB Financial UMBF Stock Holding History

High Net Worth Advisory Group’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 		$316K Hold
2,802
– – 0.07% 186
2025
Q4 		$322K Buy
2,802
+1
+0% +$113 0.07% 179
2025
Q3 		$332K Hold
2,801
– – 0.08% 172
2025
Q2 		$295K Buy
2,801
+1
+0% +$100 0.08% 178
2025
Q1 		$283K Hold
2,800
– – 0.08% 173
2024
Q4 		$316K Hold
2,800
– – 0.09% 167
2024
Q3 		$294K Hold
2,800
– – 0.08% 174
2024
Q2 		$234K Hold
2,800
– – 0.07% 189
2024
Q1 		$244K Hold
2,800
– – 0.08% 184
2023
Q4 		$234K Buy
+2,800
New +$197K 0.09% 173
2023
Q1 		– Sell
-2,800
Closed -$234K – 552
2022
Q4 		$234K Sell
2,800
-300
-10% -$25.2K 0.09% 169
2022
Q3 		$261K Sell
3,100
-4,364
-58% -$395K 0.11% 152
2022
Q2 		$643K Buy
+7,464
New +$677K 0.27% 88

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

High Net Worth Advisory Group's UMBF Position: Q1 2026 in Review

High Net Worth Advisory Group held its UMB Financial (UMBF) position steady in Q1 2026 at 2,802 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #186.

High Net Worth Advisory Group first reported a position in UMBF in Q2 2022 and has held it in 13 quarters since. The position peaked at $643K in Q2 2022. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • High Net Worth Advisory Group held 2,802 shares of UMB Financial worth $316K as of Q1 2026.
  • High Net Worth Advisory Group left its UMB Financial share count unchanged in Q1 2026.
  • UMB Financial made up 0.07% of High Net Worth Advisory Group's portfolio in Q1 2026, its #186 holding.
  • High Net Worth Advisory Group first reported a position in UMB Financial in Q2 2022 and has held it in 13 quarters since.
  • High Net Worth Advisory Group's UMB Financial position peaked at $643K in Q2 2022.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.