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EJF Capital’s UMB Financial UMBF Stock Holding History

EJF Capital’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
2024
Q4 		– Sell
-31,743
Closed -$3.34M – 109
2024
Q3 		$3.34M Buy
31,743
+9,762
+44% +$952K 2.22% 12
2024
Q2 		$1.83M Sell
21,981
-5,942
-21% -$487K 1.36% 30
2024
Q1 		$2.43M Sell
27,923
-6,621
-19% -$538K 1.69% 23
2023
Q4 		$2.89M Sell
34,544
-4,534
-12% -$319K 1.51% 27
2023
Q3 		$2.42M Sell
39,078
-27,724
-42% -$1.8M 1.07% 28
2023
Q2 		$4.07M Buy
+66,802
New +$3.99M 1.86% 11

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EJF Capital's UMBF Position: Q4 2024 in Review

EJF Capital sold out of UMB Financial (UMBF) in Q4 2024, closing a stake of 31,743 shares — an estimated $3.34M sold.

EJF Capital first reported a position in UMBF in Q2 2023 and held it in 6 quarters. The position peaked at $4.07M in Q2 2023. 353 funds tracked by Wall St. Rank hold UMBF as of Q4 2024.

  • EJF Capital reported no remaining UMB Financial position as of Q4 2024 after selling out during the quarter.
  • EJF Capital sold 31,743 UMB Financial shares in Q4 2024, an estimated $3.34M.
  • EJF Capital first reported a position in UMB Financial in Q2 2023 and held it in 6 quarters.
  • EJF Capital's UMB Financial position peaked at $4.07M in Q2 2023.
  • 353 funds tracked by Wall St. Rank held UMB Financial as of Q4 2024.

Based on EJF Capital's 13F filing for Q4 2024, filed 14 Feb 2025.