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FLP Wealth Management’s UMB Financial UMBF Stock Holding History

FLP Wealth 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
-318
Closed -$35.9K – 427
2024
Q4 		$35.9K Buy
+318
New +$36.8K 0.09% 126

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

FLP Wealth Management's UMBF Position: Q1 2025 in Review

FLP Wealth Management sold out of UMB Financial (UMBF) in Q1 2025, closing a stake of 318 shares — an estimated $35.9K sold.

FLP Wealth Management first reported a position in UMBF in Q4 2024 and held it in 1 quarter. The position peaked at $35.9K in Q4 2024. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

  • FLP Wealth Management reported no remaining UMB Financial position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 318 UMB Financial shares in Q1 2025, an estimated $35.9K.
  • FLP Wealth Management first reported a position in UMB Financial in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's UMB Financial position peaked at $35.9K in Q4 2024.
  • 410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.