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Gillson Capital’s UMB Financial UMBF Stock Holding History

Gillson Capital’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
Q3 		– Sell
-104,066
Closed -$8.96M – 184
2022
Q2 		$8.96M Sell
104,066
-63,555
-38% -$5.76M 0.87% 37
2022
Q1 		$16.3M Sell
167,621
-5,420
-3% -$553K 1.3% 23
2021
Q4 		$18.4M Buy
173,041
+8,802
+5% +$908K 1.2% 26
2021
Q3 		$15.9M Buy
164,239
+99,136
+152% +$9.04M 1.16% 27
2021
Q2 		$6.06M Buy
+65,103
New +$6.18M 0.57% 63

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
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
State Street
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
CIP
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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Gillson Capital's UMBF Position: Q3 2022 in Review

Gillson Capital sold out of UMB Financial (UMBF) in Q3 2022, closing a stake of 104,066 shares — an estimated $8.96M sold.

Gillson Capital first reported a position in UMBF in Q2 2021 and held it in 5 quarters. The position peaked at $18.4M in Q4 2021. 272 funds tracked by Wall St. Rank hold UMBF as of Q3 2022.

  • Gillson Capital reported no remaining UMB Financial position as of Q3 2022 after selling out during the quarter.
  • Gillson Capital sold 104,066 UMB Financial shares in Q3 2022, an estimated $8.96M.
  • Gillson Capital first reported a position in UMB Financial in Q2 2021 and held it in 5 quarters.
  • Gillson Capital's UMB Financial position peaked at $18.4M in Q4 2021.
  • 272 funds tracked by Wall St. Rank held UMB Financial as of Q3 2022.

Based on Gillson Capital's 13F filing for Q3 2022, filed 14 Nov 2022.