Capstone Investment Advisors
UMBF icon

Capstone Investment Advisors’s UMB Financial UMBF Stock Holding History

Capstone Investment 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
2023
Q4 		– Sell
-5,934
Closed -$368K – 2422
2023
Q3 		$368K Buy
+5,934
New +$385K ﹤0.01% 1481
2017
Q1 		– Sell
-15,161
Closed -$1.17M – 1131
2016
Q4 		$1.17M Buy
+15,161
New +$1.05M 0.04% 378
2016
Q3 		– Sell
-10,300
Closed -$548K – 920
2016
Q2 		$548K Buy
10,300
+5,900
+134% +$321K 0.01% 463
2016
Q1 		$227K Buy
+4,400
New +$211K 0.01% 579

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

Capstone Investment Advisors's UMBF Position: Q4 2023 in Review

Capstone Investment Advisors sold out of UMB Financial (UMBF) in Q4 2023, closing a stake of 5,934 shares — an estimated $368K sold.

Capstone Investment Advisors first reported a position in UMBF in Q1 2016 and held it in 4 quarters. The position peaked at $1.17M in Q4 2016. 259 funds tracked by Wall St. Rank hold UMBF as of Q4 2023.

  • Capstone Investment Advisors reported no remaining UMB Financial position as of Q4 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,934 UMB Financial shares in Q4 2023, an estimated $368K.
  • Capstone Investment Advisors first reported a position in UMB Financial in Q1 2016 and held it in 4 quarters.
  • Capstone Investment Advisors's UMB Financial position peaked at $1.17M in Q4 2016.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q4 2023.

Based on Capstone Investment Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.