Formula Growth’s UMB Financial UMBF Stock Holding History

Formula Growth’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	-42,100	Closed	-$4.75M	–	140
2024 Q4	$4.75M	Buy	+42,100	New	+$4.87M	1.61%	14

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Formula Growth's UMBF Position: Q1 2025 in Review

Formula Growth sold out of UMB Financial (UMBF) in Q1 2025, closing a stake of 42,100 shares — an estimated $4.75M sold.

Formula Growth first reported a position in UMBF in Q4 2024 and held it in 1 quarter. The position peaked at $4.75M in Q4 2024. 411 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

Formula Growth reported no remaining UMB Financial position as of Q1 2025 after selling out during the quarter.
Formula Growth sold 42,100 UMB Financial shares in Q1 2025, an estimated $4.75M.
Formula Growth first reported a position in UMB Financial in Q4 2024 and held it in 1 quarter.
Formula Growth's UMB Financial position peaked at $4.75M in Q4 2024.
411 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on Formula Growth's 13F filing for Q1 2025, filed 14 May 2025.