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Advantage Alpha Capital Partners’s UMB Financial UMBF Stock Holding History

Advantage Alpha Capital Partners’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
2025
Q4 		– Sell
-1,859
Closed -$220K – 115
2025
Q3 		$220K Buy
+1,859
New +$214K 0.07% 127
2025
Q2 		– Sell
-2,336
Closed -$236K – 162
2025
Q1 		$236K Sell
2,336
-3,624
-61% -$400K 0.06% 117
2024
Q4 		$673K Buy
5,960
+693
+13% +$80.1K 0.16% 97
2024
Q3 		$554K Buy
5,267
+857
+19% +$83.5K 0.13% 100
2024
Q2 		$368K Sell
4,410
-464
-10% -$38.1K 0.08% 123
2024
Q1 		$424K Sell
4,874
-1,638
-25% -$133K 0.08% 125
2023
Q4 		$544K Buy
+6,512
New +$458K 0.1% 117

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Advantage Alpha Capital Partners's UMBF Position: Q4 2025 in Review

Advantage Alpha Capital Partners sold out of UMB Financial (UMBF) in Q4 2025, closing a stake of 1,859 shares — an estimated $220K sold.

Advantage Alpha Capital Partners first reported a position in UMBF in Q4 2023 and held it in 7 quarters. The position peaked at $673K in Q4 2024. 411 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

  • Advantage Alpha Capital Partners reported no remaining UMB Financial position as of Q4 2025 after selling out during the quarter.
  • Advantage Alpha Capital Partners sold 1,859 UMB Financial shares in Q4 2025, an estimated $220K.
  • Advantage Alpha Capital Partners first reported a position in UMB Financial in Q4 2023 and held it in 7 quarters.
  • Advantage Alpha Capital Partners's UMB Financial position peaked at $673K in Q4 2024.
  • 411 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on Advantage Alpha Capital Partners's 13F filing for Q4 2025.