DI
UMBF icon

Disciplined Investments’s UMB Financial UMBF Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-9
Closed -$548 – 1458
2023
Q2 		$548 Buy
+9
New +$537 ﹤0.01% 1197
2023
Q1 		– Sell
-8
Closed -$650 – 1708
2022
Q4 		$668 Sell
8
-1
-11% -$84 ﹤0.01% 1065
2022
Q3 		$1K Hold
9
– – ﹤0.01% 1114
2022
Q2 		$1K Sell
9
-1
-10% -$91 ﹤0.01% 1146
2022
Q1 		$1K Buy
+10
New +$1.02K ﹤0.01% 1214

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's UMBF Position: Q3 2023 in Review

Disciplined Investments sold out of UMB Financial (UMBF) in Q3 2023, closing a stake of 9 shares — an estimated $548 sold.

Disciplined Investments first reported a position in UMBF in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 242 funds tracked by Wall St. Rank hold UMBF as of Q3 2023.

  • Disciplined Investments reported no remaining UMB Financial position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 UMB Financial shares in Q3 2023, an estimated $548.
  • Disciplined Investments first reported a position in UMB Financial in Q1 2022 and held it in 5 quarters.
  • Disciplined Investments's UMB Financial position peaked at $1K in Q3 2022.
  • 242 funds tracked by Wall St. Rank held UMB Financial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.