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Graham Capital Management’s UMB Financial UMBF Stock Holding History

Graham Capital 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
2024
Q3 		– Sell
-4,048
Closed -$338K – 1349
2024
Q2 		$338K Buy
+4,048
New +$332K 0.01% 693
2023
Q2 		– Sell
-22,120
Closed -$1.28M – 1312
2023
Q1 		$1.28M Buy
22,120
+18,732
+553% +$1.52M 0.04% 419
2022
Q4 		$283K Sell
3,388
-16,849
-83% -$1.42M 0.01% 914
2022
Q3 		$1.71M Buy
20,237
+6,837
+51% +$619K 0.07% 287
2022
Q2 		$1.15M Buy
13,400
+912
+7% +$82.7K 0.05% 394
2022
Q1 		$1.21M Buy
+12,488
New +$1.27M 0.04% 248

Other funds holding UMBF

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
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Graham Capital Management's UMBF Position: Q3 2024 in Review

Graham Capital Management sold out of UMB Financial (UMBF) in Q3 2024, closing a stake of 4,048 shares — an estimated $338K sold.

Graham Capital Management first reported a position in UMBF in Q1 2022 and held it in 6 quarters. The position peaked at $1.71M in Q3 2022. 323 funds tracked by Wall St. Rank hold UMBF as of Q3 2024.

  • Graham Capital Management reported no remaining UMB Financial position as of Q3 2024 after selling out during the quarter.
  • Graham Capital Management sold 4,048 UMB Financial shares in Q3 2024, an estimated $338K.
  • Graham Capital Management first reported a position in UMB Financial in Q1 2022 and held it in 6 quarters.
  • Graham Capital Management's UMB Financial position peaked at $1.71M in Q3 2022.
  • 323 funds tracked by Wall St. Rank held UMB Financial as of Q3 2024.

Based on Graham Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.