Planning Strategies Inc.’s UMB Financial UMBF Stock Holding History

Planning Strategies Inc.’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	$857	Buy	+6	New	+$771	﹤0.01%	770

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Planning Strategies Inc.'s UMBF Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in UMB Financial (UMBF) in Q2 2026: 6 shares worth $857. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings.

136 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Planning Strategies Inc. held 6 shares of UMB Financial worth $857 as of Q2 2026.
UMB Financial was a new Planning Strategies Inc. position in Q2 2026.
UMB Financial made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #770 holding.
136 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.