BWP
UMBF icon

Baldwin Wealth Partners’s UMB Financial UMBF Stock Holding History

Baldwin Wealth Partners’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
-147
Closed -$15.5K – 969
2024
Q3 		$15.5K Buy
+147
New +$14.3K ﹤0.01% 733

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

Baldwin Wealth Partners's UMBF Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of UMB Financial (UMBF) in Q4 2024, closing a stake of 147 shares — an estimated $15.5K sold.

Baldwin Wealth Partners first reported a position in UMBF in Q3 2024 and held it in 1 quarter. The position peaked at $15.5K in Q3 2024. 353 funds tracked by Wall St. Rank hold UMBF as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining UMB Financial position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 147 UMB Financial shares in Q4 2024, an estimated $15.5K.
  • Baldwin Wealth Partners first reported a position in UMB Financial in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's UMB Financial position peaked at $15.5K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held UMB Financial as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.