True Wealth Design’s UMB Financial UMBF Stock Holding History

True Wealth Design’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	$2K	Hold	14	–	–	﹤0.01%	1694
2026 Q1	$1.58K	Hold	14	–	–	﹤0.01%	1634
2025 Q4	$1.61K	Sell	14 -1	-7%	-$113	﹤0.01%	1531
2025 Q3	$1.78K	Buy	15 +6	+67%	+$692	﹤0.01%	1507
2025 Q2	$947	Buy	9 +6	+200%	+$598	﹤0.01%	1487
2025 Q1	$304	Buy	+3	New	+$331	﹤0.01%	1769

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

True Wealth Design's UMBF Position: Q2 2026 in Review

True Wealth Design held its UMB Financial (UMBF) position steady in Q2 2026 at 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

True Wealth Design first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

True Wealth Design held 14 shares of UMB Financial worth $2K as of Q2 2026.
True Wealth Design left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1694 holding.
True Wealth Design first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.