Frontier Wealth Management’s UMB Financial UMBF Stock Holding History

Frontier 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
2022 Q2	$12.6M	Sell	145,827 -173	-0.1%	-$15.7K	0.91%	23
2022 Q1	$13.6M	Buy	146,000 +86,040	+143%	+$8.78M	0.17%	23
2021 Q4	$6.36M	Hold	59,960	–	–	0.42%	52
2021 Q3	$5.8M	Hold	59,960	–	–	0.4%	52
2021 Q2	$5.58M	Buy	59,960 +44,576	+290%	+$4.23M	0.39%	53
2021 Q1	$1.42M	Sell	15,384 -51,000	-77%	-$4.21M	0.11%	137
2020 Q4	$4.58M	Sell	66,384 -10,500	-14%	-$673K	0.37%	51
2020 Q3	$3.77M	Hold	76,884	–	–	0.35%	54
2020 Q2	$3.96M	Sell	76,884 -3,061	-4%	-$150K	0.36%	52
2020 Q1	$3.71M	Sell	79,945 -63,147	-44%	-$3.84M	0.61%	47
2019 Q4	$9.82M	Hold	143,092	–	–	1.57%	10
2019 Q3	$9.24M	Hold	143,092	–	–	1.37%	13
2019 Q2	$9.42M	Sell	143,092 -1,000	-0.7%	-$65.9K	1.39%	12
2019 Q1	$9.23M	Sell	144,092 -6,336	-4%	-$419K	1.25%	13
2018 Q4	$9.17M	Buy	150,428 +2,500	+2%	+$162K	1.39%	11
2018 Q3	$10.5M	Buy	+147,928	New	+$11.1M	1%	9
2015 Q2	–	Sell	-6,475	Closed	-$342K	–	381
2015 Q1	$342K	Hold	6,475	–	–	0.05%	212
2014 Q4	$368K	Buy	+6,475	New	+$365K	0.07%	168

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

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

American Century Companies

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

Victory Capital Management

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

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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