Valued Wealth Advisors
UMBF icon

Valued Wealth Advisors’s UMB Financial UMBF Stock Holding History

Valued 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
Q3 		$653 Hold
5
– – ﹤0.01% 822
2026
Q2 		$716 Buy
+5
New +$643 ﹤0.01% 816
2026
Q1 		– Hold
0
– – – 747

Other funds holding UMBF

UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Global Alpha Capital Management
Global Alpha Capital Management Montreal, Quebec, Canada $1.53B AUM 13.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Valued Wealth Advisors's UMBF Position: Q3 2026 in Review

Valued Wealth Advisors held its UMB Financial (UMBF) position steady in Q3 2026 at 5 shares worth $653. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Valued Wealth Advisors first reported a position in UMBF in Q2 2026 and has held it in 2 quarters since. The position peaked at $716 in Q2 2026. 296 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Valued Wealth Advisors held 5 shares of UMB Financial worth $653 as of Q3 2026.
  • Valued Wealth Advisors left its UMB Financial share count unchanged in Q3 2026.
  • UMB Financial made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #822 holding.
  • Valued Wealth Advisors first reported a position in UMB Financial in Q2 2026 and has held it in 2 quarters since.
  • Valued Wealth Advisors's UMB Financial position peaked at $716 in Q2 2026.
  • 296 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.