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UMBF icon

Prestige Wealth Management Group’s UMB Financial UMBF Stock Holding History

Prestige Wealth Management 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 		$573 Hold
4
– – ﹤0.01% 1010
2026
Q1 		$453 Buy
+4
New +$481 ﹤0.01% 973

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

Prestige Wealth Management Group's UMBF Position: Q2 2026 in Review

Prestige Wealth Management Group held its UMB Financial (UMBF) position steady in Q2 2026 at 4 shares worth $573. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Prestige Wealth Management Group first reported a position in UMBF in Q1 2026 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Prestige Wealth Management Group held 4 shares of UMB Financial worth $573 as of Q2 2026.
  • Prestige Wealth Management Group left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #1010 holding.
  • Prestige Wealth Management Group first reported a position in UMB Financial in Q1 2026 and has held it in 2 quarters since.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.