High Note Wealth’s UMB Financial UMBF Stock Holding History

High Note Wealth’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	$374K	Hold	2,623	–	–	0.06%	95
2026 Q1	$296K	Hold	2,623	–	–	0.06%	97
2025 Q4	$302K	Sell	2,623 -19	-0.7%	-$2.15K	0.06%	92
2025 Q3	$313K	Buy	2,642 +313	+13%	+$36.1K	0.06%	94
2025 Q2	$245K	Buy	2,329 +17	+0.7%	+$1.7K	0.06%	98
2025 Q1	$234K	Buy	+2,312	New	+$255K	0.06%	91

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 Note Wealth's UMBF Position: Q2 2026 in Review

High Note Wealth held its UMB Financial (UMBF) position steady in Q2 2026 at 2,623 shares worth $374K. The position accounts for 0.06% of the portfolio, ranked #95.

High Note Wealth first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

High Note Wealth held 2,623 shares of UMB Financial worth $374K as of Q2 2026.
High Note Wealth left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up 0.06% of High Note Wealth's portfolio in Q2 2026, its #95 holding.
High Note Wealth first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.