One Wealth Capital Management’s UMB Financial UMBF Stock Holding History

One Wealth Capital 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	$282K	Buy	+1,977	New	+$254K	0.08%	189

Other funds holding UMBF

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

One Wealth Capital Management's UMBF Position: Q2 2026 in Review

One Wealth Capital Management opened a new position in UMB Financial (UMBF) in Q2 2026: 1,977 shares worth $282K. The stake represents 0.08% of the portfolio and ranks #189 among its holdings.

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

One Wealth Capital Management held 1,977 shares of UMB Financial worth $282K as of Q2 2026.
UMB Financial was a new One Wealth Capital Management position in Q2 2026.
UMB Financial made up 0.08% of One Wealth Capital Management's portfolio in Q2 2026, its #189 holding.
155 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.