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UMB Financial Corporation shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of UMB Financial Corporation (UMBF) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in UMB Financial Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UMB Financial Corporation by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 18k 118.39
2025-06-30 $2.2M 20k 110.35
2025-03-31 $2.0M 19k 101.10

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View all positions for Wealth Enhancement Advisory Services

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