IWC
UMBF icon

Integrated Wealth Concepts’s UMB Financial UMBF Stock Holding History

Integrated Wealth Concepts’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 		$102K Buy
+716
New +$92K ﹤0.01% 2804

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

Integrated Wealth Concepts's UMBF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in UMB Financial (UMBF) in Q2 2026: 716 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #2804 among its holdings.

481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Integrated Wealth Concepts held 716 shares of UMB Financial worth $102K as of Q2 2026.
  • UMB Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • UMB Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2804 holding.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.