TD Private Client Wealth’s UMB Financial UMBF Stock Holding History

TD Private Client 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	$260	Buy	+2	New	+$285	﹤0.01%	1695

Other funds holding UMBF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

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

TD Private Client Wealth's UMBF Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in UMB Financial (UMBF) in Q3 2026: 2 shares worth $260. The stake represents ﹤0.01% of the portfolio and ranks #1695 among its holdings.

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

TD Private Client Wealth held 2 shares of UMB Financial worth $260 as of Q3 2026.
UMB Financial was a new TD Private Client Wealth position in Q3 2026.
UMB Financial made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1695 holding.
193 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.