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Benjamin F. Edwards & Company’s UMB Financial UMBF Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$2K Sell
25
-8
-24% -$656 ﹤0.01% 2065
2024
Q1 		$3K Sell
33
-5
-13% -$407 ﹤0.01% 1989
2023
Q4 		$3K Buy
+38
New +$2.67K ﹤0.01% 1965

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Benjamin F. Edwards & Company's UMBF Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its UMB Financial (UMBF) stake by 24% in Q2 2024, selling an estimated $656 and leaving 25 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

Benjamin F. Edwards & Company first reported a position in UMBF in Q4 2023 and has held it in 3 quarters since. The position peaked at $3K in Q1 2024. 293 funds tracked by Wall St. Rank hold UMBF as of Q2 2024.

  • Benjamin F. Edwards & Company held 25 shares of UMB Financial worth $2K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 8 UMB Financial shares in Q2 2024, an estimated $656.
  • UMB Financial made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2065 holding.
  • Benjamin F. Edwards & Company first reported a position in UMB Financial in Q4 2023 and has held it in 3 quarters since.
  • Benjamin F. Edwards & Company's UMB Financial position peaked at $3K in Q1 2024.
  • 293 funds tracked by Wall St. Rank held UMB Financial as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.