Jackson Creek Investment Advisors’s UMB Financial UMBF Stock Holding History

Jackson Creek Investment Advisors’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 Q3	–	Sell	-17,306	Closed	-$1.82M	–	363
2025 Q2	$1.82M	Buy	17,306 +2,286	+15%	+$228K	0.49%	67
2025 Q1	$1.52M	Sell	15,020 -11	-0.1%	-$1.21K	0.48%	55
2024 Q4	$1.7M	Sell	15,031 -469	-3%	-$54.2K	0.51%	45
2024 Q3	$1.63M	Buy	+15,500	New	+$1.51M	0.48%	74
2024 Q2	–	Sell	-12,412	Closed	-$1.08M	–	358
2024 Q1	$1.08M	Buy	+12,412	New	+$1.01M	0.39%	113
2022 Q4	–	Sell	-10,076	Closed	-$849K	–	384
2022 Q3	$849K	Sell	10,076 -627	-6%	-$56.7K	0.4%	103
2022 Q2	$969K	Buy	+10,703	New	+$970K	0.39%	117
2021 Q4	–	Sell	-13,118	Closed	-$1.27M	–	355
2021 Q3	$1.27M	Buy	13,118 +114	+0.9%	+$10.4K	0.47%	43
2021 Q2	$1.21M	Sell	13,004 -1,394	-10%	-$132K	0.45%	60
2021 Q1	$1.33M	Buy	+14,398	New	+$1.19M	0.46%	41

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Jackson Creek Investment Advisors's UMBF Position: Q3 2025 in Review

Jackson Creek Investment Advisors sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 17,306 shares — an estimated $1.82M sold.

Jackson Creek Investment Advisors first reported a position in UMBF in Q1 2021 and held it in 10 quarters. The position peaked at $1.82M in Q2 2025. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

Jackson Creek Investment Advisors reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
Jackson Creek Investment Advisors sold 17,306 UMB Financial shares in Q3 2025, an estimated $1.82M.
Jackson Creek Investment Advisors first reported a position in UMB Financial in Q1 2021 and held it in 10 quarters.
Jackson Creek Investment Advisors's UMB Financial position peaked at $1.82M in Q2 2025.
404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.