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Keeley-Teton Advisors’s UMB Financial UMBF Stock Holding History

Keeley-Teton Advisors’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 		$1.89M Sell
18,714
-215
-1% -$23.7K 0.23% 148
2024
Q4 		$2.14M Sell
18,929
-1,502
-7% -$174K 0.25% 131
2024
Q3 		$2.15M Hold
20,431
– – 0.24% 140
2024
Q2 		$1.7M Sell
20,431
-469
-2% -$38.5K 0.22% 162
2024
Q1 		$1.82M Buy
20,900
+2,384
+13% +$194K 0.22% 156
2023
Q4 		$1.55M Buy
18,516
+7,120
+62% +$501K 0.2% 167
2023
Q3 		$707K Sell
11,396
-5,633
-33% -$366K 0.1% 234
2023
Q2 		$1.04M Sell
17,029
-640
-4% -$38.2K 0.13% 215
2023
Q1 		$1.02M Hold
17,669
– – 0.13% 217
2022
Q4 		$1.48M Hold
17,669
– – 0.18% 161
2022
Q3 		$1.49M Sell
17,669
-1,674
-9% -$151K 0.2% 142
2022
Q2 		$1.67M Sell
19,343
-6,084
-24% -$552K 0.21% 145
2022
Q1 		$2.47M Hold
25,427
– – 0.26% 125
2021
Q4 		$2.7M Buy
25,427
+3,092
+14% +$319K 0.29% 115
2021
Q3 		$2.16M Sell
22,335
-132
-0.6% -$12K 0.24% 133
2021
Q2 		$2.09M Sell
22,467
-2,850
-11% -$271K 0.22% 144
2021
Q1 		$2.34M Buy
+25,317
New +$2.09M 0.25% 110
2019
Q3 		– Sell
-14,093
Closed -$928K – 276
2019
Q2 		$928K Sell
14,093
-163,597
-92% -$10.8M 0.09% 196
2019
Q1 		$11.4M Sell
177,690
-16,212
-8% -$1.07M 1.02% 27
2018
Q4 		$11.8M Sell
193,902
-66,861
-26% -$4.33M 1.18% 23
2018
Q3 		$18.5M Sell
260,763
-27,875
-10% -$2.09M 1.32% 18
2018
Q2 		$22M Sell
288,638
-38,553
-12% -$2.96M 1.51% 12
2018
Q1 		$23.7M Sell
327,191
-13,039
-4% -$977K 1.54% 11
2017
Q4 		$24.5M Sell
340,230
-84,426
-20% -$6.2M 1.5% 11
2017
Q3 		$31.6M Sell
424,656
-20,229
-5% -$1.42M 1.71% 8
2017
Q2 		$33.3M Sell
444,885
-21,650
-5% -$1.58M 1.61% 14
2017
Q1 		$35.1M Buy
+466,535
New +$35.7M 1.59% 14

Other funds holding UMBF

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
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Keeley-Teton Advisors's UMBF Position: Q1 2025 in Review

Keeley-Teton Advisors reduced its UMB Financial (UMBF) stake by 1.1% in Q1 2025, selling an estimated $23.7K and leaving 18,714 shares worth $1.89M. The position accounts for 0.23% of the portfolio, ranked #148.

Keeley-Teton Advisors first reported a position in UMBF in Q1 2017 and has held it in 27 quarters since. The position peaked at $35.1M in Q1 2017. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

  • Keeley-Teton Advisors held 18,714 shares of UMB Financial worth $1.89M as of Q1 2025.
  • Keeley-Teton Advisors sold 215 UMB Financial shares in Q1 2025, an estimated $23.7K.
  • UMB Financial made up 0.23% of Keeley-Teton Advisors's portfolio in Q1 2025, its #148 holding.
  • Keeley-Teton Advisors first reported a position in UMB Financial in Q1 2017 and has held it in 27 quarters since.
  • Keeley-Teton Advisors's UMB Financial position peaked at $35.1M in Q1 2017.
  • 410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on Keeley-Teton Advisors's 13F filing for Q1 2025, filed 14 May 2025.