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Confluence Wealth Services’s UMB Financial UMBF Stock Holding History

Confluence Wealth Services’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
2022
Q3 		– Sell
-3,300
Closed -$315K – 269
2022
Q2 		$315K Hold
3,300
– – 0.14% 192
2022
Q1 		$320K Hold
3,300
– – 0.12% 182
2021
Q4 		$350K Buy
+3,300
New +$340K 0.11% 174

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Confluence Wealth Services's UMBF Position: Q3 2022 in Review

Confluence Wealth Services sold out of UMB Financial (UMBF) in Q3 2022, closing a stake of 3,300 shares — an estimated $315K sold.

Confluence Wealth Services first reported a position in UMBF in Q4 2021 and held it in 3 quarters. The position peaked at $350K in Q4 2021. 272 funds tracked by Wall St. Rank hold UMBF as of Q3 2022.

  • Confluence Wealth Services reported no remaining UMB Financial position as of Q3 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 3,300 UMB Financial shares in Q3 2022, an estimated $315K.
  • Confluence Wealth Services first reported a position in UMB Financial in Q4 2021 and held it in 3 quarters.
  • Confluence Wealth Services's UMB Financial position peaked at $350K in Q4 2021.
  • 272 funds tracked by Wall St. Rank held UMB Financial as of Q3 2022.

Based on Confluence Wealth Services's 13F filing for Q3 2022, filed 8 Nov 2022.