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Advisor Group’s UMB Financial UMBF Stock Holding History

Advisor Group’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
2019
Q4 		$210K Buy
3,052
+3
+0.1% +$199 ﹤0.01% 2357
2019
Q3 		$196K Buy
3,049
+126
+4% +$8.14K ﹤0.01% 2343
2019
Q2 		$192K Sell
2,923
-489
-14% -$32.2K ﹤0.01% 2341
2019
Q1 		$218K Sell
3,412
-20
-0.6% -$1.32K ﹤0.01% 2215
2018
Q4 		$210K Buy
3,432
+192
+6% +$12.4K ﹤0.01% 2058
2018
Q3 		$230K Buy
3,240
+464
+17% +$34.9K ﹤0.01% 2055
2018
Q2 		$211K Sell
2,776
-87
-3% -$6.69K ﹤0.01% 1935
2018
Q1 		$207K Sell
2,863
-29
-1% -$2.17K ﹤0.01% 1953
2017
Q4 		$209K Buy
2,892
+1,675
+138% +$123K ﹤0.01% 1971
2017
Q3 		$90K Buy
1,217
+381
+46% +$26.7K ﹤0.01% 2503
2017
Q2 		$63K Buy
836
+57
+7% +$4.17K ﹤0.01% 2660
2017
Q1 		$59K Sell
779
-44
-5% -$3.37K ﹤0.01% 2582
2016
Q4 		$63K Buy
823
+151
+22% +$10.5K ﹤0.01% 2425
2016
Q3 		$39K Buy
672
+125
+23% +$7.16K ﹤0.01% 2720
2016
Q2 		$28K Buy
+547
New +$29.7K ﹤0.01% 2840

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor Group's UMBF Position: Q4 2019 in Review

Advisor Group increased its UMB Financial (UMBF) stake by 0.1% in Q4 2019, buying an estimated $199 and bringing the position to 3,052 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

Advisor Group first reported a position in UMBF in Q2 2016 and has held it in 15 quarters since. The position peaked at $230K in Q3 2018. 235 funds tracked by Wall St. Rank hold UMBF as of Q4 2019.

  • Advisor Group held 3,052 shares of UMB Financial worth $210K as of Q4 2019.
  • Advisor Group bought 3 UMB Financial shares in Q4 2019, an estimated $199.
  • UMB Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2357 holding.
  • Advisor Group first reported a position in UMB Financial in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's UMB Financial position peaked at $230K in Q3 2018.
  • 235 funds tracked by Wall St. Rank held UMB Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.