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BFPW
BOK Financial Private Wealth’s
UMB Financial
UMBF
Stock Holding History
BOK Financial Private Wealth’s Portfolio
UMBF Stock Details
UMBF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Hold
0
–
–
–
531
Other funds holding UMBF
BlackRock
New York
$6.73T AUM
46.02%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
UB
UMB Bank
Kansas City, Missouri
$7.9B AUM
29.3%
1-Year Est. Return
State Street
Boston, Massachusetts
$3.38T AUM
44.17%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$875B AUM
40.89%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$226B AUM
44.75%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$580B AUM
38.23%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$65.2B AUM
39.42%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$178B AUM
37.23%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$552B AUM
44.19%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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