CWP
UMBF icon

Concord Wealth Partners’s UMB Financial UMBF Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-25
Closed -$2.17K – 912
2024
Q1 		$2.17K Buy
+25
New +$2.03K ﹤0.01% 747
2023
Q4 		– Sell
-28
Closed -$1.74K – 1020
2023
Q3 		$1.74K Hold
28
– – ﹤0.01% 890
2023
Q2 		$1.71K Buy
28
+3
+12% +$179 ﹤0.01% 894
2023
Q1 		$1.44K Buy
25
+22
+733% +$1.79K ﹤0.01% 855
2022
Q4 		$251 Buy
+3
New +$252 ﹤0.01% 1193
2022
Q3 		– Sell
-103
Closed -$9K – 1090
2022
Q2 		$9K Buy
103
+3
+3% +$272 ﹤0.01% 714
2022
Q1 		$10K Hold
100
– – ﹤0.01% 790
2021
Q4 		$11K Buy
+100
New +$10.3K ﹤0.01% 767
2021
Q3 		– Sell
-100
Closed -$9K – 1029
2021
Q2 		$9K Sell
100
-41
-29% -$3.9K ﹤0.01% 642
2021
Q1 		$13K Buy
+141
New +$11.6K ﹤0.01% 548

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
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

Concord Wealth Partners's UMBF Position: Q2 2024 in Review

Concord Wealth Partners sold out of UMB Financial (UMBF) in Q2 2024, closing a stake of 25 shares — an estimated $2.17K sold.

Concord Wealth Partners first reported a position in UMBF in Q1 2021 and held it in 10 quarters. The position peaked at $13K in Q1 2021. 292 funds tracked by Wall St. Rank hold UMBF as of Q2 2024.

  • Concord Wealth Partners reported no remaining UMB Financial position as of Q2 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 25 UMB Financial shares in Q2 2024, an estimated $2.17K.
  • Concord Wealth Partners first reported a position in UMB Financial in Q1 2021 and held it in 10 quarters.
  • Concord Wealth Partners's UMB Financial position peaked at $13K in Q1 2021.
  • 292 funds tracked by Wall St. Rank held UMB Financial as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.