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Concourse Financial Group Securities’s UMB Financial UMBF Stock Holding History

Concourse Financial Group 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
2025
Q1 		– Sell
-13
Closed -$1.57K – 1937
2024
Q4 		$1.57K Buy
13
+1
+8% +$116 ﹤0.01% 2045
2024
Q3 		$1.27K Sell
12
-2
-14% -$195 ﹤0.01% 2037
2024
Q2 		$1.17K Sell
14
-1
-7% -$82 ﹤0.01% 2102
2024
Q1 		$1.31K Hold
15
– – ﹤0.01% 2103
2023
Q4 		$1.26K Buy
15
+9
+150% +$633 ﹤0.01% 2085
2023
Q3 		$374 Buy
+6
New +$390 ﹤0.01% 2211
2023
Q2 		– Sell
-7
Closed -$418 – 2455
2023
Q1 		$406 Sell
7
-16
-70% -$1.3K ﹤0.01% 2264
2022
Q4 		$1.93K Hold
23
– – ﹤0.01% 2039
2022
Q3 		$2K Buy
23
+8
+53% +$724 ﹤0.01% 1827
2022
Q2 		$1K Sell
15
-2
-12% -$181 ﹤0.01% 2144
2022
Q1 		$2K Sell
17
-2
-11% -$204 ﹤0.01% 2056
2021
Q4 		$2K Buy
19
+1
+6% +$103 ﹤0.01% 2229
2021
Q3 		$2K Sell
18
-4
-18% -$365 ﹤0.01% 2251
2021
Q2 		$2K Buy
22
+3
+16% +$285 ﹤0.01% 2225
2021
Q1 		$2K Buy
19
+1
+6% +$83 ﹤0.01% 2170
2020
Q4 		$1K Buy
+18
New +$1.15K ﹤0.01% 2240
2020
Q2 		– Sell
-28
Closed -$1.37K – 2266
2020
Q1 		$1K Hold
28
– – ﹤0.01% 2097
2019
Q4 		$2K Hold
28
– – ﹤0.01% 1932
2019
Q3 		$2K Hold
28
– – ﹤0.01% 1578
2019
Q2 		$2K Hold
28
– – ﹤0.01% 2039
2019
Q1 		$1K Buy
+28
New +$1.85K ﹤0.01% 2188

Other funds holding UMBF

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
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concourse Financial Group Securities's UMBF Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of UMB Financial (UMBF) in Q1 2025, closing a stake of 13 shares — an estimated $1.57K sold.

Concourse Financial Group Securities first reported a position in UMBF in Q1 2019 and held it in 21 quarters. The position peaked at $2K in Q3 2022. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining UMB Financial position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 13 UMB Financial shares in Q1 2025, an estimated $1.57K.
  • Concourse Financial Group Securities first reported a position in UMB Financial in Q1 2019 and held it in 21 quarters.
  • Concourse Financial Group Securities's UMB Financial position peaked at $2K in Q3 2022.
  • 410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.