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Cookson Peirce & Co’s UMB Financial UMBF Stock Holding History

Cookson Peirce & Co’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
Q2 		– Sell
-7,367
Closed -$745K – 321
2025
Q1 		$745K Buy
7,367
+1,124
+18% +$124K 0.04% 179
2024
Q4 		$705K Buy
6,243
+2,282
+58% +$264K 0.03% 171
2024
Q3 		$416K Buy
+3,961
New +$386K 0.02% 203

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cookson Peirce & Co's UMBF Position: Q2 2025 in Review

Cookson Peirce & Co sold out of UMB Financial (UMBF) in Q2 2025, closing a stake of 7,367 shares — an estimated $745K sold.

Cookson Peirce & Co first reported a position in UMBF in Q3 2024 and held it in 3 quarters. The position peaked at $745K in Q1 2025. 408 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

  • Cookson Peirce & Co reported no remaining UMB Financial position as of Q2 2025 after selling out during the quarter.
  • Cookson Peirce & Co sold 7,367 UMB Financial shares in Q2 2025, an estimated $745K.
  • Cookson Peirce & Co first reported a position in UMB Financial in Q3 2024 and held it in 3 quarters.
  • Cookson Peirce & Co's UMB Financial position peaked at $745K in Q1 2025.
  • 408 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on Cookson Peirce & Co's 13F filing for Q2 2025, filed 30 Jul 2025.