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Spire Wealth Management’s UMB Financial UMBF Stock Holding History

Spire 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 		$2.28K Hold
16
– – ﹤0.01% 1983
2026
Q1 		$1.8K Hold
16
– – ﹤0.01% 2058
2025
Q4 		$1.84K Sell
16
-1
-6% -$113 ﹤0.01% 2116
2025
Q3 		$2.01K Sell
17
-3
-15% -$346 ﹤0.01% 2165
2025
Q2 		$2.1K Hold
20
– – ﹤0.01% 2162
2025
Q1 		$2.02K Buy
+20
New +$2.21K ﹤0.01% 2277
2023
Q2 		– Sell
-14
Closed -$808 – 2542
2023
Q1 		$808 Sell
14
-35
-71% -$2.85K ﹤0.01% 2414
2022
Q4 		$4K Buy
+49
New +$4.12K ﹤0.01% 1924

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management held its UMB Financial (UMBF) position steady in Q2 2026 at 16 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Spire Wealth Management first reported a position in UMBF in Q4 2022 and has held it in 8 quarters since. The position peaked at $4K in Q4 2022. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Spire Wealth Management held 16 shares of UMB Financial worth $2.28K as of Q2 2026.
  • Spire Wealth Management left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1983 holding.
  • Spire Wealth Management first reported a position in UMB Financial in Q4 2022 and has held it in 8 quarters since.
  • Spire Wealth Management's UMB Financial position peaked at $4K in Q4 2022.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.