MBL Wealth
UMBF icon

MBL Wealth’s UMB Financial UMBF Stock Holding History

MBL 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
Q3 		$216K Buy
+1,662
New +$237K 0.01% 573

Other funds holding UMBF

UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

MBL Wealth's UMBF Position: Q3 2026 in Review

MBL Wealth opened a new position in UMB Financial (UMBF) in Q3 2026: 1,662 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #573 among its holdings.

382 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • MBL Wealth held 1,662 shares of UMB Financial worth $216K as of Q3 2026.
  • UMB Financial was a new MBL Wealth position in Q3 2026.
  • UMB Financial made up 0.01% of MBL Wealth's portfolio in Q3 2026, its #573 holding.
  • 382 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.