Forvis Mazars Wealth Advisors’s UMB Financial UMBF Stock Holding History

Forvis Mazars Wealth Advisors’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 Q1	–	Sell	-4,325	Closed	-$361K	–	416
2022 Q4	$361K	Hold	4,325	–	–	0.01%	303
2022 Q3	$364K	Hold	4,325	–	–	0.01%	293
2022 Q2	$373K	Hold	4,325	–	–	0.02%	290
2022 Q1	$420K	Hold	4,325	–	–	0.02%	205
2021 Q4	$459K	Hold	4,325	–	–	0.02%	187
2021 Q3	$418K	Hold	4,325	–	–	0.02%	194
2021 Q2	$402K	Hold	4,325	–	–	0.02%	196
2021 Q1	$399K	Sell	4,325 -652	-13%	-$53.9K	0.02%	192
2020 Q4	$343K	Sell	4,977 -509	-9%	-$32.6K	0.02%	274
2020 Q3	$269K	Sell	5,486 -800	-13%	-$40.4K	0.02%	266
2020 Q2	$324K	Hold	6,286	–	–	0.02%	244
2020 Q1	$291K	Buy	+6,286	New	+$382K	0.02%	232

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forvis Mazars Wealth Advisors's UMBF Position: Q1 2023 in Review

Forvis Mazars Wealth Advisors sold out of UMB Financial (UMBF) in Q1 2023, closing a stake of 4,325 shares — an estimated $361K sold.

Forvis Mazars Wealth Advisors first reported a position in UMBF in Q1 2020 and held it in 12 quarters. The position peaked at $459K in Q4 2021. 259 funds tracked by Wall St. Rank hold UMBF as of Q1 2023.

Forvis Mazars Wealth Advisors reported no remaining UMB Financial position as of Q1 2023 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 4,325 UMB Financial shares in Q1 2023, an estimated $361K.
Forvis Mazars Wealth Advisors first reported a position in UMB Financial in Q1 2020 and held it in 12 quarters.
Forvis Mazars Wealth Advisors's UMB Financial position peaked at $459K in Q4 2021.
259 funds tracked by Wall St. Rank held UMB Financial as of Q1 2023.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.