Wealth Enhancement Advisory Services’s UMB Financial UMBF Stock Holding History

Wealth Enhancement Advisory Services’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	$801K	Buy	5,538 +1,078	+24%	+$139K	﹤0.01%	2255
2026 Q1	$513K	Sell	4,460 -12,669	-74%	-$1.52M	﹤0.01%	2295
2025 Q4	$2.08M	Sell	17,129 -866	-5%	-$98.1K	﹤0.01%	1490
2025 Q3	$2.13M	Sell	17,995 -1,545	-8%	-$178K	﹤0.01%	1397
2025 Q2	$2.16M	Buy	19,540 +207	+1%	+$20.6K	﹤0.01%	1319
2025 Q1	$1.95M	Buy	+19,333	New	+$2.13M	﹤0.01%	1254

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

Wealth Enhancement Advisory Services's UMBF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its UMB Financial (UMBF) stake by 24% in Q2 2026, buying an estimated $139K and bringing the position to 5,538 shares worth $801K. The position accounts for ﹤0.01% of the portfolio, ranked #2255.

Wealth Enhancement Advisory Services first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.16M in Q2 2025. 100 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Wealth Enhancement Advisory Services held 5,538 shares of UMB Financial worth $801K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,078 UMB Financial shares in Q2 2026, an estimated $139K.
UMB Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2255 holding.
Wealth Enhancement Advisory Services first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's UMB Financial position peaked at $2.16M in Q2 2025.
100 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.