American Portfolios Advisors’s UMB Financial UMBF Stock Holding History

American Portfolios 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
2022 Q3	$15.9K	Buy	+188	New	+$17K	﹤0.01%	2301
2021 Q3	–	Sell	-35	Closed	-$3.26K	–	3541
2021 Q2	$3.26K	Hold	35	–	–	﹤0.01%	3001
2021 Q1	$3.23K	Buy	+35	New	+$2.89K	﹤0.01%	2855
2020 Q4	–	Sell	-41	Closed	-$2.01K	–	3103
2020 Q3	$2.01K	Buy	41 +11	+37%	+$555	﹤0.01%	2613
2020 Q2	$1.55K	Buy	30 +4	+15%	+$196	﹤0.01%	2607
2020 Q1	$1.21K	Hold	26	–	–	﹤0.01%	2522
2019 Q4	$1.78K	Hold	26	–	–	﹤0.01%	2599
2019 Q3	$1.68K	Hold	26	–	–	﹤0.01%	2551
2019 Q2	$1.71K	Sell	26 -1	-4%	-$66	﹤0.01%	2507
2019 Q1	$1.73K	Buy	+27	New	+$1.78K	﹤0.01%	2404
2018 Q4	–	Sell	-27	Closed	-$1.91K	–	2565
2018 Q3	$1.91K	Buy	+27	New	+$2.03K	﹤0.01%	2236

Other funds holding UMBF

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

American Portfolios Advisors's UMBF Position: Q3 2022 in Review

American Portfolios Advisors opened a new position in UMB Financial (UMBF) in Q3 2022: 188 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #2301 among its holdings. This is a return to the name: American Portfolios Advisors previously reported a position in UMBF as recently as Q2 2021.

American Portfolios Advisors first reported a position in UMBF in Q3 2018 and has held it in 11 quarters since. 272 funds tracked by Wall St. Rank hold UMBF as of Q3 2022.

American Portfolios Advisors held 188 shares of UMB Financial worth $15.9K as of Q3 2022.
UMB Financial was a new American Portfolios Advisors position in Q3 2022.
UMB Financial made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2301 holding.
American Portfolios Advisors first reported a position in UMB Financial in Q3 2018 and has held it in 11 quarters since.
272 funds tracked by Wall St. Rank held UMB Financial as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.