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Twin Peaks Wealth Advisors’s UMB Financial UMBF Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-7
Closed -$790 – 2081
2026
Q1 		$790 Buy
+7
New +$843 ﹤0.01% 1951
2025
Q3 		– Sell
-4
Closed -$458 – 2008
2025
Q2 		$458 Buy
+4
New +$399 ﹤0.01% 1931

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Twin Peaks Wealth Advisors's UMBF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 7 shares — an estimated $790 sold.

Twin Peaks Wealth Advisors first reported a position in UMBF in Q2 2025 and held it in 2 quarters. The position peaked at $790 in Q1 2026. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 7 UMB Financial shares in Q2 2026, an estimated $790.
  • Twin Peaks Wealth Advisors first reported a position in UMB Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's UMB Financial position peaked at $790 in Q1 2026.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.