IWM
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IHT Wealth Management’s UMB Financial UMBF Stock Holding History

IHT Wealth Management’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 		$1.2M Sell
8,378
-1
-0% -$129 0.03% 542
2026
Q1 		$945K Buy
8,379
+1
+0% +$120 0.02% 592
2025
Q4 		$964K Buy
8,378
+533
+7% +$60.4K 0.02% 549
2025
Q3 		$928K Hold
7,845
– – 0.02% 551
2025
Q2 		$825K Hold
7,845
– – 0.02% 552
2025
Q1 		$793K Buy
+7,845
New +$865K 0.02% 529

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

IHT Wealth Management's UMBF Position: Q2 2026 in Review

IHT Wealth Management reduced its UMB Financial (UMBF) stake by 0.01% in Q2 2026, selling an estimated $129 and leaving 8,378 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #542.

IHT Wealth Management first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • IHT Wealth Management held 8,378 shares of UMB Financial worth $1.2M as of Q2 2026.
  • IHT Wealth Management sold 1 UMB Financial share in Q2 2026, an estimated $129.
  • UMB Financial made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #542 holding.
  • IHT Wealth Management first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.