BCA
UMBF icon

Berman Capital Advisors’s UMB Financial UMBF Stock Holding History

Berman Capital 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
2021
Q3 		$2K Buy
+21
New +$1.92K ﹤0.01% 1750
2019
Q2 		– Sell
-31
Closed -$2.04K – 1581
2019
Q1 		$1K Buy
+31
New +$2.05K ﹤0.01% 1273

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's UMBF Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in UMB Financial (UMBF) in Q3 2021: 21 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1750 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in UMBF as recently as Q1 2019.

Berman Capital Advisors first reported a position in UMBF in Q1 2019 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold UMBF as of Q3 2021.

  • Berman Capital Advisors held 21 shares of UMB Financial worth $2K as of Q3 2021.
  • UMB Financial was a new Berman Capital Advisors position in Q3 2021.
  • UMB Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1750 holding.
  • Berman Capital Advisors first reported a position in UMB Financial in Q1 2019 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held UMB Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.