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Principia Wealth Advisory’s UMB Financial UMBF Stock Holding History

Principia Wealth Advisory’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
Q4 		$115 Buy
+1
New +$113 ﹤0.01% 962

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Principia Wealth Advisory's UMBF Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in UMB Financial (UMBF) in Q4 2025: 1 share worth $115. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings.

411 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

  • Principia Wealth Advisory held 1 share of UMB Financial worth $115 as of Q4 2025.
  • UMB Financial was a new Principia Wealth Advisory position in Q4 2025.
  • UMB Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #962 holding.
  • 411 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.