Bank of Nova Scotia
UMBF icon

Bank of Nova Scotia’s UMB Financial UMBF Stock Holding History

Bank of Nova Scotia’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
Q4 		– Sell
-6,920
Closed -$429K – 1093
2023
Q3 		$429K Sell
6,920
-869
-11% -$56.4K ﹤0.01% 831
2023
Q2 		$474K Buy
7,789
+2,431
+45% +$145K ﹤0.01% 829
2023
Q1 		$309K Buy
5,358
+1,709
+47% +$139K ﹤0.01% 965
2022
Q4 		$305K Buy
+3,649
New +$307K ﹤0.01% 1017
2022
Q1 		– Sell
-9,472
Closed -$1M – 1318
2021
Q4 		$1M Buy
9,472
+3,358
+55% +$346K ﹤0.01% 1002
2021
Q3 		$591K Buy
+6,114
New +$558K ﹤0.01% 965
2021
Q2 		– Sell
-5,901
Closed -$545K – 1161
2021
Q1 		$545K Sell
5,901
-1,564
-21% -$129K ﹤0.01% 899
2020
Q4 		$515K Sell
7,465
-2,687
-26% -$172K ﹤0.01% 901
2020
Q3 		$498K Buy
10,152
+744
+8% +$37.6K ﹤0.01% 889
2020
Q2 		$485K Buy
+9,408
New +$461K ﹤0.01% 754

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Nova Scotia's UMBF Position: Q4 2023 in Review

Bank of Nova Scotia sold out of UMB Financial (UMBF) in Q4 2023, closing a stake of 6,920 shares — an estimated $429K sold.

Bank of Nova Scotia first reported a position in UMBF in Q2 2020 and held it in 10 quarters. The position peaked at $1M in Q4 2021. 259 funds tracked by Wall St. Rank hold UMBF as of Q4 2023.

  • Bank of Nova Scotia reported no remaining UMB Financial position as of Q4 2023 after selling out during the quarter.
  • Bank of Nova Scotia sold 6,920 UMB Financial shares in Q4 2023, an estimated $429K.
  • Bank of Nova Scotia first reported a position in UMB Financial in Q2 2020 and held it in 10 quarters.
  • Bank of Nova Scotia's UMB Financial position peaked at $1M in Q4 2021.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q4 2023.

Based on Bank of Nova Scotia's 13F filing for Q4 2023, filed 12 Feb 2024.