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 $7.9B AUM 29.3% 1-Year Est. Return

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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

Frontier Wealth Management's UMBF Position: Q2 2022 in Review

Frontier Wealth Management reduced its UMB Financial (UMBF) stake by 0.12% in Q2 2022, selling an estimated $15.7K and leaving 145,827 shares worth $12.6M. The position accounts for 0.91% of the portfolio, ranked #23.

Frontier Wealth Management first reported a position in UMBF in Q4 2014 and has held it in 18 quarters since. The position peaked at $13.6M in Q1 2022. 260 funds tracked by Wall St. Rank hold UMBF as of Q2 2022.

Frontier Wealth Management held 145,827 shares of UMB Financial worth $12.6M as of Q2 2022.
Frontier Wealth Management sold 173 UMB Financial shares in Q2 2022, an estimated $15.7K.
UMB Financial made up 0.91% of Frontier Wealth Management's portfolio in Q2 2022, its #23 holding.
Frontier Wealth Management first reported a position in UMB Financial in Q4 2014 and has held it in 18 quarters since.
Frontier Wealth Management's UMB Financial position peaked at $13.6M in Q1 2022.
260 funds tracked by Wall St. Rank held UMB Financial as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.