CAN
UMBF icon

Cetera Advisor Networks’s UMB Financial UMBF Stock Holding History

Cetera Advisor Networks’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
Q2 		– Sell
-4,742
Closed -$274K – 2722
2023
Q1 		$274K Sell
4,742
-495
-9% -$40.2K ﹤0.01% 2106
2022
Q4 		$437K Buy
5,237
+2,229
+74% +$187K ﹤0.01% 1741
2022
Q3 		$254K Buy
+3,008
New +$272K ﹤0.01% 1713

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Cetera Advisor Networks's UMBF Position: Q2 2023 in Review

Cetera Advisor Networks sold out of UMB Financial (UMBF) in Q2 2023, closing a stake of 4,742 shares — an estimated $274K sold.

Cetera Advisor Networks first reported a position in UMBF in Q3 2022 and held it in 3 quarters. The position peaked at $437K in Q4 2022. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

  • Cetera Advisor Networks reported no remaining UMB Financial position as of Q2 2023 after selling out during the quarter.
  • Cetera Advisor Networks sold 4,742 UMB Financial shares in Q2 2023, an estimated $274K.
  • Cetera Advisor Networks first reported a position in UMB Financial in Q3 2022 and held it in 3 quarters.
  • Cetera Advisor Networks's UMB Financial position peaked at $437K in Q4 2022.
  • 225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on Cetera Advisor Networks's 13F filing for Q2 2023, filed 10 Aug 2023.