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AlphaMark Advisors’s UMB Financial UMBF Stock Holding History

AlphaMark Advisors’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
Q4 		– Sell
-3,399
Closed -$357K – 730
2024
Q3 		$357K Sell
3,399
-446
-12% -$43.5K 0.12% 117
2024
Q2 		$321K Buy
+3,845
New +$315K 0.11% 145
2024
Q1 		– Sell
-3,964
Closed -$331K – 815
2023
Q4 		$331K Buy
3,964
+194
+5% +$13.6K 0.13% 110
2023
Q3 		$234K Buy
+3,770
New +$245K 0.1% 167

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AlphaMark Advisors's UMBF Position: Q4 2024 in Review

AlphaMark Advisors sold out of UMB Financial (UMBF) in Q4 2024, closing a stake of 3,399 shares — an estimated $357K sold.

AlphaMark Advisors first reported a position in UMBF in Q3 2023 and held it in 4 quarters. The position peaked at $357K in Q3 2024. 353 funds tracked by Wall St. Rank hold UMBF as of Q4 2024.

  • AlphaMark Advisors reported no remaining UMB Financial position as of Q4 2024 after selling out during the quarter.
  • AlphaMark Advisors sold 3,399 UMB Financial shares in Q4 2024, an estimated $357K.
  • AlphaMark Advisors first reported a position in UMB Financial in Q3 2023 and held it in 4 quarters.
  • AlphaMark Advisors's UMB Financial position peaked at $357K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held UMB Financial as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.