JWM
UMBF icon

Janiczek Wealth Management’s UMB Financial UMBF Stock Holding History

Janiczek 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
2024
Q2 		$38.9K Hold
465
– – 0.01% 442
2024
Q1 		$40.6K Hold
465
– – 0.01% 439
2023
Q4 		$39K Hold
465
– – 0.01% 430
2023
Q3 		$29K Sell
465
-6
-1% -$390 0.01% 464
2023
Q2 		$28.8K Buy
471
+454
+2,671% +$27.1K 0.01% 402
2023
Q1 		$990 Sell
17
-16
-48% -$1.3K ﹤0.01% 848
2022
Q4 		$2.86K Buy
33
+16
+94% +$1.34K ﹤0.01% 729
2022
Q3 		$1K Hold
17
– – ﹤0.01% 880
2022
Q2 		$2K Hold
17
– – ﹤0.01% 806
2022
Q1 		$2K Hold
17
– – ﹤0.01% 796
2021
Q4 		$2K Hold
17
– – ﹤0.01% 855
2021
Q3 		$2K Hold
17
– – ﹤0.01% 832
2021
Q2 		$2K Hold
17
– – ﹤0.01% 790
2021
Q1 		$2K Hold
17
– – ﹤0.01% 753
2020
Q4 		$1K Hold
17
– – ﹤0.01% 773
2020
Q3 		$1K Buy
+17
New +$858 ﹤0.01% 615

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janiczek Wealth Management's UMBF Position: Q2 2024 in Review

Janiczek Wealth Management held its UMB Financial (UMBF) position steady in Q2 2024 at 465 shares worth $38.9K. The position accounts for 0.01% of the portfolio, ranked #442.

Janiczek Wealth Management first reported a position in UMBF in Q3 2020 and has held it in 16 quarters since. The position peaked at $40.6K in Q1 2024. 292 funds tracked by Wall St. Rank hold UMBF as of Q2 2024.

  • Janiczek Wealth Management held 465 shares of UMB Financial worth $38.9K as of Q2 2024.
  • Janiczek Wealth Management left its UMB Financial share count unchanged in Q2 2024.
  • UMB Financial made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #442 holding.
  • Janiczek Wealth Management first reported a position in UMB Financial in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's UMB Financial position peaked at $40.6K in Q1 2024.
  • 292 funds tracked by Wall St. Rank held UMB Financial as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.