Pinnacle Wealth Planning Services
UMBF icon

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
Q3 		$75.1K Buy
578
+6
+1% +$856 0.01% 1036
2026
Q2 		$81.7K Sell
572
-9
-2% -$1.16K 0.01% 981
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

UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Global Alpha Capital Management
Global Alpha Capital Management Montreal, Quebec, Canada $1.53B AUM 13.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pinnacle Wealth Planning Services's UMBF Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its UMB Financial (UMBF) stake by 1% in Q3 2026, buying an estimated $856 and bringing the position to 578 shares worth $75.1K. The position accounts for 0.01% of the portfolio, ranked #1036.

Pinnacle Wealth Planning Services first reported a position in UMBF in Q4 2025 and has held it in 4 quarters since. The position peaked at $81.7K in Q2 2026. 296 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Pinnacle Wealth Planning Services held 578 shares of UMB Financial worth $75.1K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 6 UMB Financial shares in Q3 2026, an estimated $856.
  • UMB Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1036 holding.
  • Pinnacle Wealth Planning Services first reported a position in UMB Financial in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's UMB Financial position peaked at $81.7K in Q2 2026.
  • 296 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.