StackStone Wealth’s UMB Financial UMBF Stock Holding History

StackStone Wealth’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	$1.51M	Buy	+11,580	New	+$1.65M	0.15%	154

Other funds holding UMBF

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $373M AUM 32.62% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

StackStone Wealth's UMBF Position: Q3 2026 in Review

StackStone Wealth opened a new position in UMB Financial (UMBF) in Q3 2026: 11,580 shares worth $1.51M. The stake represents 0.15% of the portfolio and ranks #154 among its holdings.

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

StackStone Wealth held 11,580 shares of UMB Financial worth $1.51M as of Q3 2026.
UMB Financial was a new StackStone Wealth position in Q3 2026.
UMB Financial made up 0.15% of StackStone Wealth's portfolio in Q3 2026, its #154 holding.
141 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.