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WealthPlan Investment Management’s UMB Financial UMBF Stock Holding History

WealthPlan Investment 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 		$593K Sell
4,154
-116
-3% -$14.9K 0.03% 289
2026
Q1 		$482K Sell
4,270
-195
-4% -$23.5K 0.03% 305
2025
Q4 		$514K Sell
4,465
-462
-9% -$52.3K 0.03% 254
2025
Q3 		$583K Sell
4,927
-170
-3% -$19.6K 0.04% 214
2025
Q2 		$536K Buy
5,097
+696
+16% +$69.4K 0.04% 228
2025
Q1 		$445K Sell
4,401
-88
-2% -$9.7K 0.04% 182
2024
Q4 		$507K Buy
4,489
+14
+0.3% +$1.62K 0.05% 172
2024
Q3 		$470K Buy
4,475
+6
+0.1% +$585 0.05% 162
2024
Q2 		$373K Sell
4,469
-1,428
-24% -$117K 0.06% 137
2024
Q1 		$513K Sell
5,897
-56,020
-90% -$4.56M 0.08% 122
2023
Q4 		$5.17M Sell
61,917
-25,417
-29% -$1.79M 0.83% 50
2023
Q3 		$5.42M Buy
87,334
+42,485
+95% +$2.76M 0.96% 48
2023
Q2 		$2.73M Sell
44,849
-13,876
-24% -$828K 0.81% 49
2023
Q1 		$3.39M Sell
58,725
-30,464
-34% -$2.48M 0.58% 57
2022
Q4 		$8.18M Buy
+89,189
New +$7.49M 0.57% 54

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

WealthPlan Investment Management's UMBF Position: Q2 2026 in Review

WealthPlan Investment Management reduced its UMB Financial (UMBF) stake by 2.7% in Q2 2026, selling an estimated $14.9K and leaving 4,154 shares worth $593K. The position accounts for 0.03% of the portfolio, ranked #289.

WealthPlan Investment Management first reported a position in UMBF in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.18M in Q4 2022. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • WealthPlan Investment Management held 4,154 shares of UMB Financial worth $593K as of Q2 2026.
  • WealthPlan Investment Management sold 116 UMB Financial shares in Q2 2026, an estimated $14.9K.
  • UMB Financial made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #289 holding.
  • WealthPlan Investment Management first reported a position in UMB Financial in Q4 2022 and has held it in 15 quarters since.
  • WealthPlan Investment Management's UMB Financial position peaked at $8.18M in Q4 2022.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.