MI
UMBF icon

M3F Inc’s UMB Financial UMBF Stock Holding History

M3F Inc’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
Q2 		– Sell
-35,228
Closed -$3.25M – 57
2021
Q1 		$3.25M Sell
35,228
-18,055
-34% -$1.49M 1.32% 26
2020
Q4 		$3.68M Sell
53,283
-12,100
-19% -$776K 1.74% 25
2020
Q3 		$3.2M Sell
65,383
-27,500
-30% -$1.39M 2.03% 20
2020
Q2 		$4.79M Buy
92,883
+13,136
+16% +$644K 3.55% 9
2020
Q1 		$3.7M Buy
+79,747
New +$4.85M 2.64% 15
2019
Q3 		– Sell
-39,055
Closed -$2.57M – 41
2019
Q2 		$2.57M Buy
+39,055
New +$2.58M 2.2% 19

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

M3F Inc's UMBF Position: Q2 2021 in Review

M3F Inc sold out of UMB Financial (UMBF) in Q2 2021, closing a stake of 35,228 shares — an estimated $3.25M sold.

M3F Inc first reported a position in UMBF in Q2 2019 and held it in 6 quarters. The position peaked at $4.79M in Q2 2020. 235 funds tracked by Wall St. Rank hold UMBF as of Q2 2021.

  • M3F Inc reported no remaining UMB Financial position as of Q2 2021 after selling out during the quarter.
  • M3F Inc sold 35,228 UMB Financial shares in Q2 2021, an estimated $3.25M.
  • M3F Inc first reported a position in UMB Financial in Q2 2019 and held it in 6 quarters.
  • M3F Inc's UMB Financial position peaked at $4.79M in Q2 2020.
  • 235 funds tracked by Wall St. Rank held UMB Financial as of Q2 2021.

Based on M3F Inc's 13F filing for Q2 2021, filed 13 Aug 2021.