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Kodai Capital Management’s UMB Financial UMBF Stock Holding History

Kodai Capital 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
Q4 		– Sell
-137,873
Closed -$14.5M – 184
2024
Q3 		$14.5M Buy
+137,873
New +$13.4M 0.3% 98

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $7.9B AUM 29.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kodai Capital Management's UMBF Position: Q4 2024 in Review

Kodai Capital Management sold out of UMB Financial (UMBF) in Q4 2024, closing a stake of 137,873 shares — an estimated $14.5M sold.

Kodai Capital Management first reported a position in UMBF in Q3 2024 and held it in 1 quarter. The position peaked at $14.5M in Q3 2024. 354 funds tracked by Wall St. Rank hold UMBF as of Q4 2024.

  • Kodai Capital Management reported no remaining UMB Financial position as of Q4 2024 after selling out during the quarter.
  • Kodai Capital Management sold 137,873 UMB Financial shares in Q4 2024, an estimated $14.5M.
  • Kodai Capital Management first reported a position in UMB Financial in Q3 2024 and held it in 1 quarter.
  • Kodai Capital Management's UMB Financial position peaked at $14.5M in Q3 2024.
  • 354 funds tracked by Wall St. Rank held UMB Financial as of Q4 2024.

Based on Kodai Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.