Janney Montgomery Scott
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Janney Montgomery Scott’s UMB Financial UMBF Stock Holding History

Janney Montgomery Scott’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
2026
Q1 		– Sell
-2,045
Closed -$235K – 3060
2025
Q4 		$235K Sell
2,045
-47
-2% -$5.32K ﹤0.01% 2711
2025
Q3 		$248K Sell
2,092
-528
-20% -$60.9K ﹤0.01% 2605
2025
Q2 		$276K Sell
2,620
-251
-9% -$25K ﹤0.01% 2387
2025
Q1 		$290K Buy
2,871
+53
+2% +$5.84K ﹤0.01% 2319
2024
Q4 		$318K Sell
2,818
-13
-0.5% -$1.5K ﹤0.01% 2277
2024
Q3 		$298K Buy
2,831
+26
+0.9% +$2.54K ﹤0.01% 2291
2024
Q2 		$234K Sell
2,805
-91
-3% -$7.46K ﹤0.01% 2359
2024
Q1 		$252K Buy
+2,896
New +$236K ﹤0.01% 2441
2022
Q1 		– Sell
-5,509
Closed -$585K – 2447
2021
Q4 		$585K Buy
5,509
+1,590
+41% +$164K ﹤0.01% 1627
2021
Q3 		$379K Sell
3,919
-2,487
-39% -$227K ﹤0.01% 1827
2021
Q2 		$596K Buy
6,406
+79
+1% +$7.5K ﹤0.01% 1537
2021
Q1 		$584K Buy
+6,327
New +$523K ﹤0.01% 1465
2020
Q4 		– Sell
-8,110
Closed -$397K – 2278
2020
Q3 		$397K Buy
+8,110
New +$409K ﹤0.01% 1549

Other funds holding UMBF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return