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AlphaQuest’s UMB Financial UMBF Stock Holding History

AlphaQuest’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
2026
Q1 		– Sell
-1,175
Closed -$135K – 1978
2025
Q4 		$135K Sell
1,175
-455
-28% -$51.5K 0.01% 1622
2025
Q3 		$193K Buy
1,630
+456
+39% +$52.6K 0.01% 1424
2025
Q2 		$123K Hold
1,174
– – 0.01% 1360
2025
Q1 		$119K Sell
1,174
-25,241
-96% -$2.78M 0.01% 1238
2024
Q4 		$2.98M Buy
26,415
+9,382
+55% +$1.08M 0.4% 15
2024
Q3 		$1.79M Sell
17,033
-751
-4% -$73.2K 0.16% 176
2024
Q2 		$1.48M Buy
17,784
+10,498
+144% +$861K 0.2% 152
2024
Q1 		$634K Sell
7,286
-9,652
-57% -$785K 0.11% 306
2023
Q4 		$1.42M Buy
+16,938
New +$1.19M 0.3% 70

Other funds holding UMBF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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