HB Wealth Management’s UMB Financial UMBF Stock Holding History

HB 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
2025 Q1	–	Sell	-2,157	Closed	-$243K	–	1284
2024 Q4	$243K	Buy	+2,157	New	+$249K	﹤0.01%	895

Other funds holding UMBF

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

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

HB Wealth Management's UMBF Position: Q1 2025 in Review

HB Wealth Management sold out of UMB Financial (UMBF) in Q1 2025, closing a stake of 2,157 shares — an estimated $243K sold.

HB Wealth Management first reported a position in UMBF in Q4 2024 and held it in 1 quarter. The position peaked at $243K in Q4 2024. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

HB Wealth Management reported no remaining UMB Financial position as of Q1 2025 after selling out during the quarter.
HB Wealth Management sold 2,157 UMB Financial shares in Q1 2025, an estimated $243K.
HB Wealth Management first reported a position in UMB Financial in Q4 2024 and held it in 1 quarter.
HB Wealth Management's UMB Financial position peaked at $243K in Q4 2024.
410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on HB Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.