Fieldpoint Private Securities’s UMB Financial UMBF Stock Holding History

Fieldpoint Private Securities’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
2022 Q2	$1K	Buy	+7	New	+$635	﹤0.01%	1427
2020 Q1	–	Sell	-406	Closed	-$28K	–	540
2019 Q4	$28K	Buy	406 +150	+59%	+$9.95K	0.01%	516
2019 Q3	$17K	Sell	256 -418	-62%	-$27K	0.01%	534
2019 Q2	$44K	Buy	+674	New	+$44.4K	0.01%	439
2017 Q4	–	Sell	-744	Closed	-$55K	–	560
2017 Q3	$55K	Buy	+744	New	+$52.1K	0.02%	365

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fieldpoint Private Securities's UMBF Position: Q2 2022 in Review

Fieldpoint Private Securities opened a new position in UMB Financial (UMBF) in Q2 2022: 7 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1427 among its holdings. This is a return to the name: Fieldpoint Private Securities previously reported a position in UMBF as recently as Q4 2019.

Fieldpoint Private Securities first reported a position in UMBF in Q3 2017 and has held it in 5 quarters since. The position peaked at $55K in Q3 2017. 260 funds tracked by Wall St. Rank hold UMBF as of Q2 2022.

Fieldpoint Private Securities held 7 shares of UMB Financial worth $1K as of Q2 2022.
UMB Financial was a new Fieldpoint Private Securities position in Q2 2022.
UMB Financial made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #1427 holding.
Fieldpoint Private Securities first reported a position in UMB Financial in Q3 2017 and has held it in 5 quarters since.
Fieldpoint Private Securities's UMB Financial position peaked at $55K in Q3 2017.
260 funds tracked by Wall St. Rank held UMB Financial as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.