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

Private 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	$3.43K	Hold	24	–	–	﹤0.01%	974
2026 Q1	$2.71K	Hold	24	–	–	﹤0.01%	981
2025 Q4	$2.76K	Sell	24 -11	-31%	-$1.25K	﹤0.01%	977
2025 Q3	$4.14K	Hold	35	–	–	﹤0.01%	867
2025 Q2	$3.68K	Hold	35	–	–	﹤0.01%	877
2025 Q1	$3.54K	Buy	35 +24	+218%	+$2.65K	﹤0.01%	858
2024 Q4	$1.24K	Hold	11	–	–	﹤0.01%	1233
2024 Q3	$1.16K	Hold	11	–	–	﹤0.01%	1238
2024 Q2	$918	Hold	11	–	–	﹤0.01%	1312
2024 Q1	$957	Hold	11	–	–	﹤0.01%	1275
2023 Q4	$920	Buy	+11	New	+$774	﹤0.01%	1313

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Private Wealth Management Group held its UMB Financial (UMBF) position steady in Q2 2026 at 24 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Private Wealth Management Group first reported a position in UMBF in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.14K in Q3 2025. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Private Wealth Management Group held 24 shares of UMB Financial worth $3.43K as of Q2 2026.
Private Wealth Management Group left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #974 holding.
Private Wealth Management Group first reported a position in UMB Financial in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's UMB Financial position peaked at $4.14K in Q3 2025.
482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.