MWP
UMBF icon

Meridian Wealth Partners’s UMB Financial UMBF Stock Holding History

Meridian Wealth Partners’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
-32
Closed -$3K – 1198
2021
Q1 		$3K Buy
+32
New +$2.64K ﹤0.01% 910

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

Meridian Wealth Partners's UMBF Position: Q2 2021 in Review

Meridian Wealth Partners sold out of UMB Financial (UMBF) in Q2 2021, closing a stake of 32 shares — an estimated $3K sold.

Meridian Wealth Partners first reported a position in UMBF in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 235 funds tracked by Wall St. Rank hold UMBF as of Q2 2021.

  • Meridian Wealth Partners reported no remaining UMB Financial position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 32 UMB Financial shares in Q2 2021, an estimated $3K.
  • Meridian Wealth Partners first reported a position in UMB Financial in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's UMB Financial position peaked at $3K in Q1 2021.
  • 235 funds tracked by Wall St. Rank held UMB Financial as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.