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Newbridge Financial Services Group’s UMB Financial UMBF Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-354
Closed -$33K – 1609
2021
Q2 		$33K Hold
354
– – 0.02% 583
2021
Q1 		$33K Buy
+354
New +$29.2K 0.02% 536

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Newbridge Financial Services Group's UMBF Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of UMB Financial (UMBF) in Q3 2021, closing a stake of 354 shares — an estimated $33K sold.

Newbridge Financial Services Group first reported a position in UMBF in Q1 2021 and held it in 2 quarters. The position peaked at $33K in Q2 2021. 240 funds tracked by Wall St. Rank hold UMBF as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining UMB Financial position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 354 UMB Financial shares in Q3 2021, an estimated $33K.
  • Newbridge Financial Services Group first reported a position in UMB Financial in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's UMB Financial position peaked at $33K in Q2 2021.
  • 240 funds tracked by Wall St. Rank held UMB Financial as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.