ONE WEALTH CAPITAL MANAGEMENT, LLC

Position in UMBF — Umb Financial Corp

CIK 2050308 SCOTTSDALE, AZ

Position in UMBF

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$282,236

New position

Shares Held

1,977

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#339

of 480 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ONE WEALTH CAPITAL MANAGEMENT, LLC holds $1,876,572 across 4 Banks - Regional names. UMBF ranks #4 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	10,156	$613,422
2	PNC	Pnc Financial Services Group, Inc.	2,238	$551,040
3	CFR	Cullen/Frost Bankers, Inc.	2,782	$429,874
4	UMBF	Umb Financial Corp This page	1,977	$282,236

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,236	1,977	—	Shares	Sole	2026-07-24
No filing history on record for this holder in this stock.