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Continuum Advisory’s UMB Financial UMBF Stock Holding History

Continuum Advisory’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
-6
Closed -$677 – 1937
2024
Q4 		$677 Hold
6
– – ﹤0.01% 1688
2024
Q3 		$737 Hold
6
– – ﹤0.01% 1701
2024
Q2 		$501 Buy
6
+1
+20% +$82 ﹤0.01% 1598
2024
Q1 		$408 Buy
+5
New +$407 ﹤0.01% 1630

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

Continuum Advisory's UMBF Position: Q1 2025 in Review

Continuum Advisory sold out of UMB Financial (UMBF) in Q1 2025, closing a stake of 6 shares — an estimated $677 sold.

Continuum Advisory first reported a position in UMBF in Q1 2024 and held it in 4 quarters. The position peaked at $737 in Q3 2024. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

  • Continuum Advisory reported no remaining UMB Financial position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 6 UMB Financial shares in Q1 2025, an estimated $677.
  • Continuum Advisory first reported a position in UMB Financial in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's UMB Financial position peaked at $737 in Q3 2024.
  • 410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.