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Cornercap Investment Counsel’s UMB Financial UMBF Stock Holding History

Cornercap Investment Counsel’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
-3,091
Closed -$349K – 431
2024
Q4 		$349K Hold
3,091
– – 0.11% 316
2024
Q3 		$325K Sell
3,091
-4,650
-60% -$453K 0.1% 345
2024
Q2 		$646K Buy
+7,741
New +$635K 0.11% 336
2023
Q2 		– Sell
-9,400
Closed -$543K – 666
2023
Q1 		$543K Buy
+9,400
New +$764K 0.1% 366

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

Cornercap Investment Counsel's UMBF Position: Q1 2025 in Review

Cornercap Investment Counsel sold out of UMB Financial (UMBF) in Q1 2025, closing a stake of 3,091 shares — an estimated $349K sold.

Cornercap Investment Counsel first reported a position in UMBF in Q1 2023 and held it in 4 quarters. The position peaked at $646K in Q2 2024. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

  • Cornercap Investment Counsel reported no remaining UMB Financial position as of Q1 2025 after selling out during the quarter.
  • Cornercap Investment Counsel sold 3,091 UMB Financial shares in Q1 2025, an estimated $349K.
  • Cornercap Investment Counsel first reported a position in UMB Financial in Q1 2023 and held it in 4 quarters.
  • Cornercap Investment Counsel's UMB Financial position peaked at $646K in Q2 2024.
  • 410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on Cornercap Investment Counsel's 13F filing for Q1 2025, filed 2 May 2025.