JFS
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JD Financial Services’s UMB Financial UMBF Stock Holding History

JD Financial Services’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
2021
Q4 		$200K Buy
+1,882
New +$194K 0.16% 37

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JD Financial Services's UMBF Position: Q4 2021 in Review

JD Financial Services opened a new position in UMB Financial (UMBF) in Q4 2021: 1,882 shares worth $200K. The stake represents 0.16% of the portfolio and ranks #37 among its holdings.

256 funds tracked by Wall St. Rank hold UMBF as of Q4 2021.

  • JD Financial Services held 1,882 shares of UMB Financial worth $200K as of Q4 2021.
  • UMB Financial was a new JD Financial Services position in Q4 2021.
  • UMB Financial made up 0.16% of JD Financial Services's portfolio in Q4 2021, its #37 holding.
  • 256 funds tracked by Wall St. Rank held UMB Financial as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.