CS
UMBF icon

Comerica Securities’s UMB Financial UMBF Stock Holding History

Comerica Securities’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
Q1 		– Sell
-103
Closed -$8.64K – 1356
2022
Q4 		$8.64K Buy
+103
New +$8.65K ﹤0.01% 1057

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Comerica Securities's UMBF Position: Q1 2023 in Review

Comerica Securities sold out of UMB Financial (UMBF) in Q1 2023, closing a stake of 103 shares — an estimated $8.64K sold.

Comerica Securities first reported a position in UMBF in Q4 2022 and held it in 1 quarter. The position peaked at $8.64K in Q4 2022. 259 funds tracked by Wall St. Rank hold UMBF as of Q1 2023.

  • Comerica Securities reported no remaining UMB Financial position as of Q1 2023 after selling out during the quarter.
  • Comerica Securities sold 103 UMB Financial shares in Q1 2023, an estimated $8.64K.
  • Comerica Securities first reported a position in UMB Financial in Q4 2022 and held it in 1 quarter.
  • Comerica Securities's UMB Financial position peaked at $8.64K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q1 2023.

Based on Comerica Securities's 13F filing for Q1 2023, filed 27 Apr 2023.