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Planning Strategies’s UMB Financial UMBF Stock Holding History

Planning Strategies’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 		$857 Buy
+6
New +$771 ﹤0.01% 770

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Planning Strategies's UMBF Position: Q2 2026 in Review

Planning Strategies opened a new position in UMB Financial (UMBF) in Q2 2026: 6 shares worth $857. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings.

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

  • Planning Strategies held 6 shares of UMB Financial worth $857 as of Q2 2026.
  • UMB Financial was a new Planning Strategies position in Q2 2026.
  • UMB Financial made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #770 holding.
  • 456 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.