LC
UMBF icon

Lindbrook Capital’s UMB Financial UMBF Stock Holding History

Lindbrook Capital’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 		$24.5K Sell
242
-16
-6% -$1.76K ﹤0.01% 1274
2024
Q4 		$29.1K Sell
258
-7
-3% -$809 ﹤0.01% 1072
2024
Q3 		$27.9K Sell
265
-5
-2% -$487 ﹤0.01% 1110
2024
Q2 		$22.5K Buy
270
+21
+8% +$1.72K ﹤0.01% 1179
2024
Q1 		$21.7K Buy
249
+5
+2% +$407 ﹤0.01% 1172
2023
Q4 		$20.4K Buy
244
+14
+6% +$985 ﹤0.01% 1165
2023
Q3 		$14.3K Sell
230
-62
-21% -$4.03K ﹤0.01% 1227
2023
Q2 		$17.8K Buy
292
+127
+77% +$7.58K ﹤0.01% 1154
2023
Q1 		$9.52K Sell
165
-42
-20% -$3.41K ﹤0.01% 1484
2022
Q4 		$17.3K Buy
207
+77
+59% +$6.47K ﹤0.01% 1134
2022
Q3 		$11K Sell
130
-2
-2% -$181 ﹤0.01% 1300
2022
Q2 		$11K Buy
132
+3
+2% +$272 ﹤0.01% 1233
2022
Q1 		$13K Buy
129
+7
+6% +$714 ﹤0.01% 1201
2021
Q4 		$13K Hold
122
– – ﹤0.01% 1181
2021
Q3 		$12K Hold
122
– – ﹤0.01% 933
2021
Q2 		$11K Hold
122
– – ﹤0.01% 1030
2021
Q1 		$11K Hold
122
– – ﹤0.01% 995
2020
Q4 		$8K Hold
122
– – ﹤0.01% 1014
2020
Q3 		$6K Hold
122
– – ﹤0.01% 1061
2020
Q2 		$6K Buy
122
+14
+13% +$686 ﹤0.01% 1038
2020
Q1 		$5K Buy
108
+99
+1,100% +$6.02K ﹤0.01% 1028
2019
Q4 		$1K Hold
9
– – ﹤0.01% 1453
2019
Q3 		$1K Hold
9
– – ﹤0.01% 1397
2019
Q2 		$0 Hold
9
– – ﹤0.01% 1514
2019
Q1 		$0 Hold
9
– – ﹤0.01% 1508
2018
Q4 		$0 Buy
+9
New +$583 ﹤0.01% 1441

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 $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lindbrook Capital's UMBF Position: Q1 2025 in Review

Lindbrook Capital reduced its UMB Financial (UMBF) stake by 6.2% in Q1 2025, selling an estimated $1.76K and leaving 242 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Lindbrook Capital first reported a position in UMBF in Q4 2018 and has held it in 26 quarters since. The position peaked at $29.1K in Q4 2024. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

  • Lindbrook Capital held 242 shares of UMB Financial worth $24.5K as of Q1 2025.
  • Lindbrook Capital sold 16 UMB Financial shares in Q1 2025, an estimated $1.76K.
  • UMB Financial made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1274 holding.
  • Lindbrook Capital first reported a position in UMB Financial in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's UMB Financial position peaked at $29.1K in Q4 2024.
  • 410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.