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 Q2	$143	Hold	1	–	–	﹤0.01%	881
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 $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

TFC Financial Management's UMBF Position: Q2 2026 in Review

TFC Financial Management held its UMB Financial (UMBF) position steady in Q2 2026 at 1 share worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #881.

TFC Financial Management first reported a position in UMBF in Q1 2023 and has held it in 11 quarters since. The position peaked at $174 in Q1 2023. 482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

TFC Financial Management held 1 share of UMB Financial worth $143 as of Q2 2026.
TFC Financial Management left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #881 holding.
TFC Financial Management first reported a position in UMB Financial in Q1 2023 and has held it in 11 quarters since.
TFC Financial Management's UMB Financial position peaked at $174 in Q1 2023.
482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.