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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
Q2 		$5K Buy
35
+23
+192% +$2.96K ﹤0.01% 745
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 $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Rialto Wealth Management increased its UMB Financial (UMBF) stake by 192% in Q2 2026, buying an estimated $2.96K and bringing the position to 35 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Rialto Wealth Management first reported a position in UMBF in Q2 2025 and has held it in 5 quarters since. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Rialto Wealth Management held 35 shares of UMB Financial worth $5K as of Q2 2026.
  • Rialto Wealth Management bought 23 UMB Financial shares in Q2 2026, an estimated $2.96K.
  • UMB Financial made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #745 holding.
  • Rialto Wealth Management first reported a position in UMB Financial in Q2 2025 and has held it in 5 quarters since.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.