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Pinnacle Wealth Planning Services’s UMB Financial UMBF Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$65.5K Sell
581
-7
-1% -$843 0.01% 1041
2025
Q4 		$67.6K Buy
+588
New +$66.6K 0.01% 1007

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Pinnacle Wealth Planning Services's UMBF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its UMB Financial (UMBF) stake by 1.2% in Q1 2026, selling an estimated $843 and leaving 581 shares worth $65.5K. The position accounts for 0.01% of the portfolio, ranked #1041.

Pinnacle Wealth Planning Services first reported a position in UMBF in Q4 2025 and has held it in 2 quarters since. The position peaked at $67.6K in Q4 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 581 shares of UMB Financial worth $65.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 7 UMB Financial shares in Q1 2026, an estimated $843.
  • UMB Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1041 holding.
  • Pinnacle Wealth Planning Services first reported a position in UMB Financial in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's UMB Financial position peaked at $67.6K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.