Advisory Research’s UMB Financial UMBF Stock Holding History

Advisory Research’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
2024 Q1	–	Sell	-17,887	Closed	-$1.49M	–	316
2023 Q4	$1.49M	Buy	+17,887	New	+$1.26M	0.23%	116

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's UMBF Position: Q1 2024 in Review

Advisory Research sold out of UMB Financial (UMBF) in Q1 2024, closing a stake of 17,887 shares — an estimated $1.49M sold.

Advisory Research first reported a position in UMBF in Q4 2023 and held it in 1 quarter. The position peaked at $1.49M in Q4 2023. 271 funds tracked by Wall St. Rank hold UMBF as of Q1 2024.

Advisory Research reported no remaining UMB Financial position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 17,887 UMB Financial shares in Q1 2024, an estimated $1.49M.
Advisory Research first reported a position in UMB Financial in Q4 2023 and held it in 1 quarter.
Advisory Research's UMB Financial position peaked at $1.49M in Q4 2023.
271 funds tracked by Wall St. Rank held UMB Financial as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.