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 Q2	$400K	Buy	2,803 +1	+0%	+$129	0.09%	179
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 New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

High Net Worth Advisory Group's UMBF Position: Q2 2026 in Review

High Net Worth Advisory Group increased its UMB Financial (UMBF) stake by 0.04% in Q2 2026, buying an estimated $129 and bringing the position to 2,803 shares worth $400K. The position accounts for 0.09% of the portfolio, ranked #179.

High Net Worth Advisory Group first reported a position in UMBF in Q2 2022 and has held it in 14 quarters since. The position peaked at $643K in Q2 2022. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

High Net Worth Advisory Group held 2,803 shares of UMB Financial worth $400K as of Q2 2026.
High Net Worth Advisory Group bought 1 UMB Financial share in Q2 2026, an estimated $129.
UMB Financial made up 0.09% of High Net Worth Advisory Group's portfolio in Q2 2026, its #179 holding.
High Net Worth Advisory Group first reported a position in UMB Financial in Q2 2022 and has held it in 14 quarters since.
High Net Worth Advisory Group's UMB Financial position peaked at $643K in Q2 2022.
482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.