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Money Concepts Capital’s UMB Financial UMBF Stock Holding History

Money Concepts 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
2023
Q1 		– Sell
-1,520
Closed -$127K – 2745
2022
Q4 		$127K Sell
1,520
-1,881
-55% -$158K 0.01% 875
2022
Q3 		$287K Buy
+3,401
New +$308K 0.02% 372
2022
Q2 		– Sell
-1,520
Closed -$148K – 2556
2022
Q1 		$148K Buy
+1,520
New +$155K 0.01% 844

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's UMBF Position: Q1 2023 in Review

Money Concepts Capital sold out of UMB Financial (UMBF) in Q1 2023, closing a stake of 1,520 shares — an estimated $127K sold.

Money Concepts Capital first reported a position in UMBF in Q1 2022 and held it in 3 quarters. The position peaked at $287K in Q3 2022. 259 funds tracked by Wall St. Rank hold UMBF as of Q1 2023.

  • Money Concepts Capital reported no remaining UMB Financial position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,520 UMB Financial shares in Q1 2023, an estimated $127K.
  • Money Concepts Capital first reported a position in UMB Financial in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's UMB Financial position peaked at $287K in Q3 2022.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.