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TrueNorth Wealth & Impact, LLC’s UMB Financial UMBF Stock Holding History

TrueNorth Wealth & Impact, LLC’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
Q3 		$996K Buy
+7,663
New +$1.09M 0.38% 53

Other funds holding UMBF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's UMBF Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in UMB Financial (UMBF) in Q3 2026: 7,663 shares worth $996K. The stake represents 0.38% of the portfolio and ranks #53 among its holdings.

420 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 7,663 shares of UMB Financial worth $996K as of Q3 2026.
  • UMB Financial was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • UMB Financial made up 0.38% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #53 holding.
  • 420 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.