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Hennessy Advisors Inc’s UMB Financial UMBF Stock Holding History

Hennessy Advisors Inc’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
-9,000
Closed -$1.02M – 326
2024
Q4 		$1.02M Sell
9,000
-9,000
-50% -$1.04M 0.03% 267
2024
Q3 		$1.89M Hold
18,000
– – 0.06% 242
2024
Q2 		$1.5M Buy
+18,000
New +$1.48M 0.06% 244

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hennessy Advisors Inc's UMBF Position: Q1 2025 in Review

Hennessy Advisors Inc sold out of UMB Financial (UMBF) in Q1 2025, closing a stake of 9,000 shares — an estimated $1.02M sold.

Hennessy Advisors Inc first reported a position in UMBF in Q2 2024 and held it in 3 quarters. The position peaked at $1.89M in Q3 2024. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

  • Hennessy Advisors Inc reported no remaining UMB Financial position as of Q1 2025 after selling out during the quarter.
  • Hennessy Advisors Inc sold 9,000 UMB Financial shares in Q1 2025, an estimated $1.02M.
  • Hennessy Advisors Inc first reported a position in UMB Financial in Q2 2024 and held it in 3 quarters.
  • Hennessy Advisors Inc's UMB Financial position peaked at $1.89M in Q3 2024.
  • 410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on Hennessy Advisors Inc's 13F filing for Q1 2025, filed 16 Apr 2025.