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UMB Financial Corporation shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of UMB Financial Corporation (UMBF) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in UMB Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including UMB Financial Corporation held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UMB Financial Corporation by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 1.9k 118.35
2025-06-30 $204k 1.9k 105.16
2024-12-31 $218k 1.9k 112.56

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View all positions for Bridgewealth Advisory Group

Top funds holding UMB Financial Corporation

BlackRock
Vanguard Group
Umb Bank N A
State Street Corporation
Wellington Management Company
Dimensional Fund Advisors
FMR
Geode Capital Management
Neuberger Berman Group
Allspring Global Investments Holdings
American Century Companies
Alliancebernstein
Earnest Partners
Victory Capital Management
Charles Schwab Investment Management

View all funds holding UMB Financial Corporation