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Precision Wealth Strategies’s UMB Financial UMBF Stock Holding History

Precision Wealth 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
2025
Q2 		– Sell
-2,897
Closed -$293K – 192
2025
Q1 		$293K Buy
+2,897
New +$319K 0.22% 85

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Precision Wealth Strategies's UMBF Position: Q2 2025 in Review

Precision Wealth Strategies sold out of UMB Financial (UMBF) in Q2 2025, closing a stake of 2,897 shares — an estimated $293K sold.

Precision Wealth Strategies first reported a position in UMBF in Q1 2025 and held it in 1 quarter. The position peaked at $293K in Q1 2025. 408 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

  • Precision Wealth Strategies reported no remaining UMB Financial position as of Q2 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 2,897 UMB Financial shares in Q2 2025, an estimated $293K.
  • Precision Wealth Strategies first reported a position in UMB Financial in Q1 2025 and held it in 1 quarter.
  • Precision Wealth Strategies's UMB Financial position peaked at $293K in Q1 2025.
  • 408 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on Precision Wealth Strategies's 13F filing for Q2 2025, filed 18 Jul 2025.