MBM Wealth Consultants’s UMB Financial UMBF Stock Holding History

MBM Wealth Consultants’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	–	Sell	-231	Closed	-$26.1K	–	351
2026 Q1	$26.1K	Buy	+231	New	+$27.8K	0.01%	190
2023 Q2	–	Sell	-514	Closed	-$23K	–	258
2023 Q1	$23K	Hold	514	–	–	0.01%	185
2022 Q4	$42K	Hold	514	–	–	0.02%	170
2022 Q3	$45K	Sell	514 -21,416	-98%	-$1.94M	0.02%	155
2022 Q2	$368K	Buy	21,930 +21,416	+4,167%	+$1.94M	0.18%	61
2022 Q1	$50K	Sell	514 -94	-15%	-$9.59K	0.02%	179
2021 Q4	$65K	Hold	608	–	–	0.03%	143
2021 Q3	$59K	Hold	608	–	–	0.03%	145
2021 Q2	$57K	Hold	608	–	–	0.03%	137
2021 Q1	$56K	Sell	608 -131	-18%	-$10.8K	0.03%	132
2020 Q4	$51K	Hold	739	–	–	0.03%	129
2020 Q3	$36K	Hold	739	–	–	0.02%	141
2020 Q2	$38K	Hold	739	–	–	0.03%	133
2020 Q1	$34K	Sell	739 -146	-16%	-$8.88K	0.03%	120
2019 Q4	$61K	Hold	885	–	–	0.05%	114
2019 Q3	$57K	Hold	885	–	–	0.04%	116
2019 Q2	$58K	Hold	885	–	–	0.05%	117
2019 Q1	$57K	Sell	885 -146	-14%	-$9.65K	0.05%	117
2018 Q4	$63K	Buy	+1,031	New	+$66.8K	0.06%	117

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

MBM Wealth Consultants's UMBF Position: Q2 2026 in Review

MBM Wealth Consultants sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 231 shares — an estimated $26.1K sold.

MBM Wealth Consultants first reported a position in UMBF in Q4 2018 and held it in 19 quarters. The position peaked at $368K in Q2 2022. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

MBM Wealth Consultants reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 231 UMB Financial shares in Q2 2026, an estimated $26.1K.
MBM Wealth Consultants first reported a position in UMB Financial in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's UMB Financial position peaked at $368K in Q2 2022.
482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.