Physician Wealth Advisors’s UMB Financial UMBF Stock Holding History

Physician Wealth Advisors’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	$1.71K	Hold	12	–	–	﹤0.01%	1564
2026 Q1	$1.35K	Hold	12	–	–	﹤0.01%	1517
2025 Q4	$1.38K	Hold	12	–	–	﹤0.01%	1456
2025 Q3	$1.42K	Hold	12	–	–	﹤0.01%	1379
2025 Q2	$1.26K	Buy	+12	New	+$1.2K	﹤0.01%	1244

Other funds holding UMBF

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Physician Wealth Advisors's UMBF Position: Q2 2026 in Review

Physician Wealth Advisors held its UMB Financial (UMBF) position steady in Q2 2026 at 12 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Physician Wealth Advisors first reported a position in UMBF in Q2 2025 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Physician Wealth Advisors held 12 shares of UMB Financial worth $1.71K as of Q2 2026.
Physician Wealth Advisors left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1564 holding.
Physician Wealth Advisors first reported a position in UMB Financial in Q2 2025 and has held it in 5 quarters since.
74 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.