AWM
UMBF icon

AE Wealth Management’s UMB Financial UMBF Stock Holding History

AE Wealth Management’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
2023
Q2 		– Sell
-4,602
Closed -$266K – 2048
2023
Q1 		$266K Sell
4,602
-3,402
-43% -$276K ﹤0.01% 1610
2022
Q4 		$668K Buy
8,004
+422
+6% +$35.5K ﹤0.01% 1162
2022
Q3 		$639K Sell
7,582
-62
-0.8% -$5.61K 0.01% 1122
2022
Q2 		$658K Sell
7,644
-245
-3% -$22.2K 0.01% 1064
2022
Q1 		$766K Buy
7,889
+163
+2% +$16.6K 0.01% 1030
2021
Q4 		$820K Buy
7,726
+216
+3% +$22.3K 0.01% 1019
2021
Q3 		$726K Sell
7,510
-107
-1% -$9.76K 0.01% 986
2021
Q2 		$709K Buy
7,617
+180
+2% +$17.1K 0.01% 982
2021
Q1 		$687K Sell
7,437
-1,838
-20% -$152K 0.01% 893
2020
Q4 		$640K Buy
9,275
+1,467
+19% +$94.1K 0.01% 877
2020
Q3 		$383K Buy
7,808
+1,932
+33% +$97.5K 0.01% 959
2020
Q2 		$303K Sell
5,876
-350
-6% -$17.2K ﹤0.01% 1017
2020
Q1 		$289K Buy
6,226
+1,723
+38% +$105K 0.01% 890
2019
Q4 		$309K Buy
4,503
+528
+13% +$35K 0.01% 890
2019
Q3 		$257K Buy
+3,975
New +$257K 0.01% 837

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AE Wealth Management's UMBF Position: Q2 2023 in Review

AE Wealth Management sold out of UMB Financial (UMBF) in Q2 2023, closing a stake of 4,602 shares — an estimated $266K sold.

AE Wealth Management first reported a position in UMBF in Q3 2019 and held it in 15 quarters. The position peaked at $820K in Q4 2021. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

  • AE Wealth Management reported no remaining UMB Financial position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 4,602 UMB Financial shares in Q2 2023, an estimated $266K.
  • AE Wealth Management first reported a position in UMB Financial in Q3 2019 and held it in 15 quarters.
  • AE Wealth Management's UMB Financial position peaked at $820K in Q4 2021.
  • 225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.