WAU
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Wellington-Altus USA’s UMB Financial UMBF Stock Holding History

Wellington-Altus USA’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 		$29.9K Hold
265
– – 0.02% 414
2026
Q1 		$37.8K Buy
265
+56
+27% +$6.74K 0.02% 395
2025
Q4 		$24K Buy
+209
New +$23.7K 0.02% 446

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

Wellington-Altus USA's UMBF Position: Q2 2026 in Review

Wellington-Altus USA held its UMB Financial (UMBF) position steady in Q2 2026 at 265 shares worth $29.9K. The position accounts for 0.02% of the portfolio, ranked #414.

Wellington-Altus USA first reported a position in UMBF in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.8K in Q1 2026. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Wellington-Altus USA held 265 shares of UMB Financial worth $29.9K as of Q2 2026.
  • Wellington-Altus USA left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #414 holding.
  • Wellington-Altus USA first reported a position in UMB Financial in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's UMB Financial position peaked at $37.8K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.