VWA
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
Q2 		$716 Buy
+5
New +$643 ﹤0.01% 816
2026
Q1 		– Hold
0
– – – 747

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

Valued Wealth Advisors's UMBF Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in UMB Financial (UMBF) in Q2 2026: 5 shares worth $716. The stake represents ﹤0.01% of the portfolio and ranks #816 among its holdings.

482 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Valued Wealth Advisors held 5 shares of UMB Financial worth $716 as of Q2 2026.
  • UMB Financial was a new Valued Wealth Advisors position in Q2 2026.
  • UMB Financial made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #816 holding.
  • 482 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.