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Rialto Wealth Management’s UMB Financial UMBF Stock Holding History

Rialto 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
Q1 		$1.35K Buy
12
+6
+100% +$722 ﹤0.01% 1009
2025
Q4 		$691 Buy
6
+2
+50% +$227 ﹤0.01% 1127
2025
Q3 		$474 Buy
4
+1
+33% +$115 ﹤0.01% 1272
2025
Q2 		$316 Buy
+3
New +$299 ﹤0.01% 1276

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Rialto Wealth Management's UMBF Position: Q1 2026 in Review

Rialto Wealth Management increased its UMB Financial (UMBF) stake by 100% in Q1 2026, buying an estimated $722 and bringing the position to 12 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Rialto Wealth Management first reported a position in UMBF in Q2 2025 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Rialto Wealth Management held 12 shares of UMB Financial worth $1.35K as of Q1 2026.
  • Rialto Wealth Management bought 6 UMB Financial shares in Q1 2026, an estimated $722.
  • UMB Financial made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1009 holding.
  • Rialto Wealth Management first reported a position in UMB Financial in Q2 2025 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.