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Vermillion Wealth Management’s UMB Financial UMBF Stock Holding History

Vermillion Wealth 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 		– Sell
-5
Closed -$564 – 2412
2026
Q1 		$564 Buy
+5
New +$602 ﹤0.01% 973

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

Vermillion Wealth Management's UMBF Position: Q2 2026 in Review

Vermillion Wealth Management sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 5 shares — an estimated $564 sold.

Vermillion Wealth Management first reported a position in UMBF in Q1 2026 and held it in 1 quarter. The position peaked at $564 in Q1 2026. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Vermillion Wealth Management reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 5 UMB Financial shares in Q2 2026, an estimated $564.
  • Vermillion Wealth Management first reported a position in UMB Financial in Q1 2026 and held it in 1 quarter.
  • Vermillion Wealth Management's UMB Financial position peaked at $564 in Q1 2026.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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