TFC Financial Management’s UMB Financial UMBF Stock Holding History

TFC Financial 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	$113	Hold	1	–	–	﹤0.01%	867
2025 Q4	$116	Hold	1	–	–	﹤0.01%	849
2025 Q3	$119	Hold	1	–	–	﹤0.01%	871
2025 Q2	$106	Hold	1	–	–	﹤0.01%	876
2025 Q1	$102	Hold	1	–	–	﹤0.01%	814
2024 Q4	$113	Hold	1	–	–	﹤0.01%	809
2024 Q3	$106	Hold	1	–	–	﹤0.01%	839
2024 Q2	$84	Hold	1	–	–	﹤0.01%	853
2024 Q1	$87	Buy	+1	New	+$81	﹤0.01%	849
2023 Q2	–	Sell	-3	Closed	-$174	–	757
2023 Q1	$174	Buy	+3	New	+$244	﹤0.01%	672

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TFC Financial Management's UMBF Position: Q1 2026 in Review

TFC Financial Management held its UMB Financial (UMBF) position steady in Q1 2026 at 1 share worth $113. The position accounts for ﹤0.01% of the portfolio, ranked #867.

TFC Financial Management first reported a position in UMBF in Q1 2023 and has held it in 10 quarters since. The position peaked at $174 in Q1 2023. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

TFC Financial Management held 1 share of UMB Financial worth $113 as of Q1 2026.
TFC Financial Management left its UMB Financial share count unchanged in Q1 2026.
UMB Financial made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #867 holding.
TFC Financial Management first reported a position in UMB Financial in Q1 2023 and has held it in 10 quarters since.
TFC Financial Management's UMB Financial position peaked at $174 in Q1 2023.
449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.