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Portside Wealth Group’s UMB Financial UMBF Stock Holding History

Portside Wealth Group’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 		$416K Buy
+2,917
New +$375K 0.05% 339

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Portside Wealth Group's UMBF Position: Q2 2026 in Review

Portside Wealth Group opened a new position in UMB Financial (UMBF) in Q2 2026: 2,917 shares worth $416K. The stake represents 0.05% of the portfolio and ranks #339 among its holdings.

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

  • Portside Wealth Group held 2,917 shares of UMB Financial worth $416K as of Q2 2026.
  • UMB Financial was a new Portside Wealth Group position in Q2 2026.
  • UMB Financial made up 0.05% of Portside Wealth Group's portfolio in Q2 2026, its #339 holding.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.