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Parkworth Wealth Management’s UMB Financial UMBF Stock Holding History

Parkworth 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
2025
Q2 		$210 Hold
2
– – ﹤0.01% 936
2025
Q1 		$202 Hold
2
– – ﹤0.01% 718
2024
Q4 		$226 Buy
+2
New +$231 ﹤0.01% 720

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parkworth Wealth Management's UMBF Position: Q2 2025 in Review

Parkworth Wealth Management held its UMB Financial (UMBF) position steady in Q2 2025 at 2 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Parkworth Wealth Management first reported a position in UMBF in Q4 2024 and has held it in 3 quarters since. The position peaked at $226 in Q4 2024. 408 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of UMB Financial worth $210 as of Q2 2025.
  • Parkworth Wealth Management left its UMB Financial share count unchanged in Q2 2025.
  • UMB Financial made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #936 holding.
  • Parkworth Wealth Management first reported a position in UMB Financial in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's UMB Financial position peaked at $226 in Q4 2024.
  • 408 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.