RAFFA WEALTH MANAGEMENT, LLC’s UMB Financial UMBF Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$143	Hold	1	–	–	﹤0.01%	1325
2026 Q1	$113	Buy	+1	New	+$120	﹤0.01%	1275
2024 Q3	–	Sell	-208	Closed	-$17.4K	–	1160
2024 Q2	$17.4K	Hold	208	–	–	﹤0.01%	351
2024 Q1	$18.1K	Buy	+208	New	+$16.9K	0.01%	326
2017 Q1	$1.36K	Buy	+18	New	+$1.38K	﹤0.01%	299
2016 Q3	$1.78K	Buy	+30	New	+$1.72K	﹤0.01%	292
2016 Q1	$1.29K	Hold	25	–	–	﹤0.01%	342
2015 Q4	$1.16K	Buy	+25	New	+$1.26K	﹤0.01%	357
2015 Q2	$1.43K	Hold	25	–	–	﹤0.01%	318
2015 Q1	$1.32K	Hold	25	–	–	﹤0.01%	328
2014 Q4	$1.42K	Hold	25	–	–	﹤0.01%	288
2014 Q3	$1.36K	Buy	25 +15	+150%	+$866	﹤0.01%	285
2014 Q2	$634	Hold	10	–	–	﹤0.01%	265
2014 Q1	$647	Sell	10 -15	-60%	-$937	﹤0.01%	261
2013 Q4	$1.42K	Buy	+25	New	+$1.52K	﹤0.01%	288

Other funds holding UMBF

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's UMBF Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its UMB Financial (UMBF) position steady in Q2 2026 at 1 share worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UMBF in Q4 2013 and has held it in 15 quarters since. The position peaked at $18.1K in Q1 2024. 112 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1 share of UMB Financial worth $143 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1325 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in UMB Financial in Q4 2013 and has held it in 15 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's UMB Financial position peaked at $18.1K in Q1 2024.
112 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.