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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
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
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 Note Wealth's UMBF Position: Q1 2026 in Review

High Note Wealth held its UMB Financial (UMBF) position steady in Q1 2026 at 2,623 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #97.

High Note Wealth first reported a position in UMBF in Q1 2025 and has held it in 5 quarters since. The position peaked at $313K in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • High Note Wealth held 2,623 shares of UMB Financial worth $296K as of Q1 2026.
  • High Note Wealth left its UMB Financial share count unchanged in Q1 2026.
  • UMB Financial made up 0.06% of High Note Wealth's portfolio in Q1 2026, its #97 holding.
  • High Note Wealth first reported a position in UMB Financial in Q1 2025 and has held it in 5 quarters since.
  • High Note Wealth's UMB Financial position peaked at $313K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.