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Crestline Management’s UMB Financial UMBF Stock Holding History

Crestline Management’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
-12,129
Closed -$1.37M – 611
2024
Q4 		$1.37M Buy
12,129
+8,333
+220% +$964K 0.05% 357
2024
Q3 		$399K Buy
+3,796
New +$370K 0.02% 415
2017
Q4 		– Sell
-34,000
Closed -$2.53M – 203
2017
Q3 		$2.53M Buy
+34,000
New +$2.38M 0.35% 49
2017
Q2 		– Sell
-8,000
Closed -$602K – 167
2017
Q1 		$602K Buy
+8,000
New +$612K 0.11% 82

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

Crestline Management's UMBF Position: Q1 2025 in Review

Crestline Management sold out of UMB Financial (UMBF) in Q1 2025, closing a stake of 12,129 shares — an estimated $1.37M sold.

Crestline Management first reported a position in UMBF in Q1 2017 and held it in 4 quarters. The position peaked at $2.53M in Q3 2017. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

  • Crestline Management reported no remaining UMB Financial position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 12,129 UMB Financial shares in Q1 2025, an estimated $1.37M.
  • Crestline Management first reported a position in UMB Financial in Q1 2017 and held it in 4 quarters.
  • Crestline Management's UMB Financial position peaked at $2.53M in Q3 2017.
  • 410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.