Jacobs Levy Equity Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-31,196
| Closed | -$3.15M | – | 1171 |
|
|
2025
Q1 | $3.15M | Sell |
31,196
-52,440
| -63% | -$5.78M | 0.01% | 562 |
|
|
2024
Q4 | $9.44M | Buy |
83,636
+1,299
| +2% | +$150K | 0.03% | 315 |
|
|
2024
Q3 | $8.65M | Sell |
82,337
-1,195
| -1% | -$117K | 0.03% | 349 |
|
|
2024
Q2 | $6.97M | Buy |
83,532
+12,385
| +17% | +$1.02M | 0.03% | 392 |
|
|
2024
Q1 | $6.19M | Sell |
71,147
-229
| -0.3% | -$18.6K | 0.03% | 384 |
|
|
2023
Q4 | $5.96M | Buy |
71,376
+6,148
| +9% | +$432K | 0.03% | 397 |
|
|
2023
Q3 | $4.05M | Sell |
65,228
-509
| -0.8% | -$33.1K | 0.02% | 418 |
|
|
2023
Q2 | $4M | Sell |
65,737
-87,095
| -57% | -$5.2M | 0.02% | 444 |
|
|
2023
Q1 | $8.82M | Buy |
152,832
+68,596
| +81% | +$5.58M | 0.05% | 306 |
|
|
2022
Q4 | $7.04M | Sell |
84,236
-2,245
| -3% | -$189K | 0.05% | 336 |
|
|
2022
Q3 | $7.29M | Sell |
86,481
-1,896
| -2% | -$172K | 0.06% | 317 |
|
|
2022
Q2 | $7.61M | Sell |
88,377
-6,924
| -7% | -$628K | 0.06% | 333 |
|
|
2022
Q1 | $9.26M | Sell |
95,301
-844
| -0.9% | -$86.1K | 0.06% | 309 |
|
|
2021
Q4 | $10.2M | Sell |
96,145
-444
| -0.5% | -$45.8K | 0.07% | 300 |
|
|
2021
Q3 | $9.34M | Sell |
96,589
-2,652
| -3% | -$242K | 0.06% | 309 |
|
|
2021
Q2 | $9.23M | Buy |
99,241
+4,688
| +5% | +$445K | 0.06% | 314 |
|
|
2021
Q1 | $8.73M | Sell |
94,553
-50,522
| -35% | -$4.17M | 0.07% | 309 |
|
|
2020
Q4 | $10M | Sell |
145,075
-5,955
| -4% | -$382K | 0.09% | 261 |
|
|
2020
Q3 | $7.4M | Sell |
151,030
-10,441
| -6% | -$527K | 0.08% | 266 |
|
|
2020
Q2 | $8.32M | Buy |
161,471
+3,807
| +2% | +$187K | 0.09% | 252 |
|
|
2020
Q1 | $7.31M | Buy |
157,664
+35,847
| +29% | +$2.18M | 0.09% | 230 |
|
|
2019
Q4 | $8.36M | Buy |
121,817
+26,410
| +28% | +$1.75M | 0.08% | 278 |
|
|
2019
Q3 | $6.16M | Hold |
95,407
| – | – | 0.08% | 303 |
|
|
2019
Q2 | $6.28M | Buy |
95,407
+16,190
| +20% | +$1.07M | 0.09% | 293 |
|
|
2019
Q1 | $5.07M | Sell |
79,217
-7,415
| -9% | -$490K | 0.07% | 329 |
|
|
2018
Q4 | $5.28M | Sell |
86,632
-3,210
| -4% | -$208K | 0.09% | 246 |
|
|
2018
Q3 | $6.37M | Sell |
89,842
-11,920
| -12% | -$895K | 0.09% | 264 |
|
|
2018
Q2 | $7.76M | Buy |
101,762
+57,912
| +132% | +$4.45M | 0.12% | 219 |
|
|
2018
Q1 | $3.17M | Buy |
43,850
+39,040
| +812% | +$2.92M | 0.05% | 377 |
|
|
2017
Q4 | $346K | Sell |
4,810
-27,170
| -85% | -$2M | 0.01% | 827 |
|
|
2017
Q3 | $2.38M | Sell |
31,980
-740
| -2% | -$51.8K | 0.05% | 401 |
|
|
2017
Q2 | $2.45M | Sell |
32,720
-800
| -2% | -$58.6K | 0.05% | 385 |
|
|
2017
Q1 | $2.52M | Buy |
+33,520
| New | +$2.56M | 0.05% | 376 |
|
Other funds holding UMBF
UB
Jacobs Levy Equity Management's UMBF Position: Q2 2025 in Review
Jacobs Levy Equity Management sold out of UMB Financial (UMBF) in Q2 2025, closing a stake of 31,196 shares — an estimated $3.15M sold.
Jacobs Levy Equity Management first reported a position in UMBF in Q1 2017 and held it in 33 quarters. The position peaked at $10.2M in Q4 2021. 408 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.
- Jacobs Levy Equity Management reported no remaining UMB Financial position as of Q2 2025 after selling out during the quarter.
- Jacobs Levy Equity Management sold 31,196 UMB Financial shares in Q2 2025, an estimated $3.15M.
- Jacobs Levy Equity Management first reported a position in UMB Financial in Q1 2017 and held it in 33 quarters.
- Jacobs Levy Equity Management's UMB Financial position peaked at $10.2M in Q4 2021.
- 408 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.
Based on Jacobs Levy Equity Management's 13F filing for Q2 2025, filed 14 Aug 2025.