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Convergence Investment Partners’s UMB Financial UMBF Stock Holding History

Convergence Investment 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
2025
Q1 		– Sell
-12,951
Closed -$1.46M – 305
2024
Q4 		$1.46M Buy
12,951
+2,930
+29% +$339K 0.33% 112
2024
Q3 		$1.05M Sell
10,021
-687
-6% -$67K 0.28% 118
2024
Q2 		$893K Buy
+10,708
New +$878K 0.26% 122
2018
Q3 		– Sell
-10,522
Closed -$802K – 361
2018
Q2 		$802K Buy
+10,522
New +$809K 0.11% 232

Other funds holding UMBF

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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

Convergence Investment Partners's UMBF Position: Q1 2025 in Review

Convergence Investment Partners sold out of UMB Financial (UMBF) in Q1 2025, closing a stake of 12,951 shares — an estimated $1.46M sold.

Convergence Investment Partners first reported a position in UMBF in Q2 2018 and held it in 4 quarters. The position peaked at $1.46M in Q4 2024. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

  • Convergence Investment Partners reported no remaining UMB Financial position as of Q1 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 12,951 UMB Financial shares in Q1 2025, an estimated $1.46M.
  • Convergence Investment Partners first reported a position in UMB Financial in Q2 2018 and held it in 4 quarters.
  • Convergence Investment Partners's UMB Financial position peaked at $1.46M in Q4 2024.
  • 410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on Convergence Investment Partners's 13F filing for Q1 2025, filed 6 May 2025.