Citadel Advisors’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117M | Sell |
1,109,063
-881,338
| -44% | -$92.7M | 0.02% | 246 |
|
|
2025
Q1 | $201M | Sell |
1,990,401
-31,180
| -2% | -$3.15M | 0.04% | 97 |
|
|
2024
Q4 | $228M | Sell |
2,021,581
-138,924
| -6% | -$15.7M | 0.04% | 92 |
|
|
2024
Q3 | $227M | Sell |
2,160,505
-34,822
| -2% | -$3.66M | 0.04% | 75 |
|
|
2024
Q2 | $183M | Buy |
2,195,327
+2,173,356
| +9,892% | +$181M | 0.04% | 103 |
|
|
2024
Q1 | $1.91M | Sell |
21,971
-267,281
| -92% | -$23.3M | ﹤0.01% | 2537 |
|
|
2023
Q4 | $24.2M | Buy |
289,252
+229,392
| +383% | +$19.2M | ﹤0.01% | 760 |
|
|
2023
Q3 | $3.71M | Buy |
59,860
+45,136
| +307% | +$2.8M | ﹤0.01% | 1862 |
|
|
2023
Q2 | $897K | Sell |
14,724
-91,313
| -86% | -$5.56M | ﹤0.01% | 3091 |
|
|
2023
Q1 | $6.12M | Buy |
106,037
+75,436
| +247% | +$4.35M | ﹤0.01% | 1657 |
|
|
2022
Q4 | $2.56M | Buy |
+30,601
| New | +$2.56M | ﹤0.01% | 2363 |
|
|
2022
Q3 | – | Sell |
-5,693
| Closed | -$491K | – | 6734 |
|
|
2022
Q2 | $491K | Sell |
5,693
-59,295
| -91% | -$5.11M | ﹤0.01% | 4163 |
|
|
2022
Q1 | $6.32M | Buy |
64,988
+6,456
| +11% | +$627K | ﹤0.01% | 1858 |
|
|
2021
Q4 | $6.21M | Sell |
58,532
-60,748
| -51% | -$6.45M | ﹤0.01% | 1908 |
|
|
2021
Q3 | $11.5M | Buy |
119,280
+113,656
| +2,021% | +$11M | ﹤0.01% | 1312 |
|
|
2021
Q2 | $523K | Sell |
5,624
-60,901
| -92% | -$5.66M | ﹤0.01% | 4674 |
|
|
2021
Q1 | $6.14M | Sell |
66,525
-244,918
| -79% | -$22.6M | ﹤0.01% | 1863 |
|
|
2020
Q4 | $21.5M | Sell |
311,443
-209,596
| -40% | -$14.5M | 0.01% | 817 |
|
|
2020
Q3 | $25.5M | Buy |
521,039
+61,322
| +13% | +$3.01M | 0.01% | 647 |
|
|
2020
Q2 | $23.7M | Buy |
459,717
+361,479
| +368% | +$18.6M | 0.01% | 688 |
|
|
2020
Q1 | $4.56M | Sell |
98,238
-61,371
| -38% | -$2.85M | ﹤0.01% | 1531 |
|
|
2019
Q4 | $11M | Buy |
159,609
+10,268
| +7% | +$705K | ﹤0.01% | 1115 |
|
|
2019
Q3 | $9.65M | Buy |
149,341
+15,513
| +12% | +$1M | ﹤0.01% | 1214 |
|
|
2019
Q2 | $8.81M | Buy |
133,828
+126,024
| +1,615% | +$8.29M | ﹤0.01% | 1269 |
|
|
2019
Q1 | $500K | Buy |
+7,804
| New | +$500K | ﹤0.01% | 3381 |
|
|
2018
Q4 | – | Sell |
-3,431
| Closed | -$243K | – | 4965 |
|
|
2018
Q3 | $243K | Sell |
3,431
-14,282
| -81% | -$1.01M | ﹤0.01% | 3625 |
|
|
2018
Q2 | $1.35M | Buy |
17,713
+2,075
| +13% | +$158K | ﹤0.01% | 2430 |
|
|
2018
Q1 | $1.13M | Sell |
15,638
-3,394
| -18% | -$246K | ﹤0.01% | 2375 |
|
|
2017
Q4 | $1.37M | Buy |
+19,032
| New | +$1.37M | ﹤0.01% | 2170 |
|
|
2017
Q3 | – | Sell |
-15,560
| Closed | -$1.17M | – | 4144 |
|
|
2017
Q2 | $1.17M | Sell |
15,560
-6,456
| -29% | -$483K | ﹤0.01% | 2057 |
|
|
2017
Q1 | $1.66M | Sell |
22,016
-5,583
| -20% | -$420K | ﹤0.01% | 1783 |
|
|
2016
Q4 | $2.13M | Buy |
27,599
+23,498
| +573% | +$1.81M | ﹤0.01% | 1491 |
|
|
2016
Q3 | $244K | Sell |
4,101
-7,456
| -65% | -$444K | ﹤0.01% | 2932 |
|
|
2016
Q2 | $615K | Buy |
+11,557
| New | +$615K | ﹤0.01% | 2105 |
|
|
2016
Q1 | – | Sell |
-12,948
| Closed | -$603K | – | 3970 |
|
|
2015
Q4 | $603K | Buy |
12,948
+3,730
| +40% | +$174K | ﹤0.01% | 2279 |
|
|
2015
Q3 | $468K | Buy |
+9,218
| New | +$468K | ﹤0.01% | 2652 |
|
|
2015
Q2 | – | Sell |
-17,686
| Closed | -$936K | – | 4141 |
|
|
2015
Q1 | $936K | Buy |
17,686
+5,307
| +43% | +$281K | ﹤0.01% | 2246 |
|
|
2014
Q4 | $704K | Sell |
12,379
-71,246
| -85% | -$4.05M | ﹤0.01% | 2340 |
|
|
2014
Q3 | $4.56M | Buy |
83,625
+66,369
| +385% | +$3.62M | ﹤0.01% | 1213 |
|
|
2014
Q2 | $1.09M | Buy |
17,256
+2,302
| +15% | +$146K | ﹤0.01% | 1807 |
|
|
2014
Q1 | $968K | Buy |
+14,954
| New | +$968K | ﹤0.01% | 1869 |
|
|
2013
Q4 | – | Sell |
-4,152
| Closed | -$225K | – | 3216 |
|
|
2013
Q3 | $225K | Sell |
4,152
-10,963
| -73% | -$594K | ﹤0.01% | 2257 |
|
|
2013
Q2 | $842K | Buy |
+15,115
| New | +$842K | ﹤0.01% | 1746 |
|