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Johnson Financial Group Inc (Wisconsin)’s UMB Financial UMBF Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-52
Closed -$6.13K – 958
2024
Q4 		$6.13K Sell
52
-21
-29% -$2.43K ﹤0.01% 702
2024
Q3 		$7.7K Buy
+73
New +$7.12K ﹤0.01% 719
2022
Q1 		– Sell
-4
Closed – – 816
2021
Q4 		$0 Sell
4
-4
-50% -$413 ﹤0.01% 839
2021
Q3 		$1K Hold
8
– – ﹤0.01% 729
2021
Q2 		$1K Buy
+8
New +$760 ﹤0.01% 745
2017
Q2 		– Sell
-480
Closed -$36K – 643
2017
Q1 		$36K Sell
480
-50
-9% -$3.83K ﹤0.01% 436
2016
Q4 		$41K Buy
530
+225
+74% +$15.6K 0.01% 423
2016
Q3 		$18K Sell
305
-325
-52% -$18.6K ﹤0.01% 514
2016
Q2 		$34K Hold
630
– – ﹤0.01% 488
2016
Q1 		$33K Sell
630
-50
-7% -$2.4K 0.01% 429
2015
Q4 		$32K Sell
680
-1,392
-67% -$70.3K 0.01% 447
2015
Q3 		$105K Buy
2,072
+17
+0.8% +$897 0.02% 322
2015
Q2 		$117K Buy
2,055
+400
+24% +$21.5K 0.02% 330
2015
Q1 		$88K Hold
1,655
– – 0.02% 410
2014
Q4 		$94K Hold
1,655
– – 0.02% 376
2014
Q3 		$90K Sell
1,655
-875
-35% -$50.5K 0.02% 350
2014
Q2 		$160K Buy
2,530
+1,650
+188% +$98.4K 0.04% 267
2014
Q1 		$57K Hold
880
– – 0.02% 352
2013
Q4 		$57K Sell
880
-1,900
-68% -$115K 0.02% 355
2013
Q3 		$151K Sell
2,780
-650
-19% -$37.9K 0.05% 240
2013
Q2 		$191K Buy
+3,430
New +$175K 0.05% 219

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UB
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State Street
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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s UMBF Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of UMB Financial (UMBF) in Q1 2025, closing a stake of 52 shares — an estimated $6.13K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in UMBF in Q2 2013 and held it in 21 quarters. The position peaked at $191K in Q2 2013. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining UMB Financial position as of Q1 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 52 UMB Financial shares in Q1 2025, an estimated $6.13K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in UMB Financial in Q2 2013 and held it in 21 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s UMB Financial position peaked at $191K in Q2 2013.
  • 410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.