Raffa Wealth Management’s UMB Financial UMBF Stock Holding History

Raffa Wealth Management’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	$143	Hold	1	–	–	﹤0.01%	1325
2026 Q1	$113	Buy	+1	New	+$120	﹤0.01%	1275
2024 Q3	–	Sell	-208	Closed	-$17.4K	–	1160
2024 Q2	$17.4K	Hold	208	–	–	﹤0.01%	351
2024 Q1	$18.1K	Buy	+208	New	+$16.9K	0.01%	326
2017 Q3	–	Sell	-18	Closed	-$1.35K	–	390
2017 Q2	$1.35K	Hold	18	–	–	﹤0.01%	326
2017 Q1	$1.36K	Sell	18 -3	-14%	-$230	﹤0.01%	299
2016 Q4	$1.62K	Sell	21 -9	-30%	-$626	﹤0.01%	315
2016 Q3	$1.78K	Hold	30	–	–	﹤0.01%	292
2016 Q2	$1.6K	Buy	30 +5	+20%	+$272	﹤0.01%	296
2016 Q1	$1.29K	Hold	25	–	–	﹤0.01%	342
2015 Q4	$1.16K	Hold	25	–	–	﹤0.01%	357
2015 Q3	$1.27K	Hold	25	–	–	﹤0.01%	334
2015 Q2	$1.43K	Hold	25	–	–	﹤0.01%	318
2015 Q1	$1.32K	Hold	25	–	–	﹤0.01%	328
2014 Q4	$1.42K	Hold	25	–	–	﹤0.01%	288
2014 Q3	$1.36K	Buy	25 +15	+150%	+$866	﹤0.01%	285
2014 Q2	$634	Hold	10	–	–	﹤0.01%	265
2014 Q1	$647	Sell	10 -15	-60%	-$937	﹤0.01%	261
2013 Q4	$1.42K	Buy	+25	New	+$1.52K	﹤0.01%	288

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

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raffa Wealth Management's UMBF Position: Q2 2026 in Review

Raffa Wealth Management held its UMB Financial (UMBF) position steady in Q2 2026 at 1 share worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Raffa Wealth Management first reported a position in UMBF in Q4 2013 and has held it in 19 quarters since. The position peaked at $18.1K in Q1 2024. 456 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Raffa Wealth Management held 1 share of UMB Financial worth $143 as of Q2 2026.
Raffa Wealth Management left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1325 holding.
Raffa Wealth Management first reported a position in UMB Financial in Q4 2013 and has held it in 19 quarters since.
Raffa Wealth Management's UMB Financial position peaked at $18.1K in Q1 2024.
456 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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