Bridgewealth Advisory Group, LLC
- SEC CIK
- 0001801982
- Latest filing
- Jul 27, 2026
UMBF holding history
Umb Financial Corp in every 13F filed by Bridgewealth Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UMBF overviewAll 13F holders of UMBFFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,938
- Value
- $276.7K
- % of portfolio
- 0.1%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,938 | $276.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 1,938 | $218.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 1,938 | $222.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 1,938 | $229.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 1,938 | $203.8K | 0.1% | +1,938 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −1,938−100.0% | Sold out | Holders |
| Q4 2024 | 1,938 | $218.1K | 0.1% | +1,938 | New | Holders |