Claris Advisors’s UMB Financial UMBF Stock Holding History

Claris 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
2024 Q4	–	Sell	-4	Closed	-$420	–	1089
2024 Q3	$420	Buy	+4	New	+$390	﹤0.01%	719

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Claris Advisors's UMBF Position: Q4 2024 in Review

Claris Advisors sold out of UMB Financial (UMBF) in Q4 2024, closing a stake of 4 shares — an estimated $420 sold.

Claris Advisors first reported a position in UMBF in Q3 2024 and held it in 1 quarter. The position peaked at $420 in Q3 2024. 353 funds tracked by Wall St. Rank hold UMBF as of Q4 2024.

Claris Advisors reported no remaining UMB Financial position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 UMB Financial shares in Q4 2024, an estimated $420.
Claris Advisors first reported a position in UMB Financial in Q3 2024 and held it in 1 quarter.
Claris Advisors's UMB Financial position peaked at $420 in Q3 2024.
353 funds tracked by Wall St. Rank held UMB Financial as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.