NewSquare Capital’s UMB Financial UMBF Stock Holding History

NewSquare 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 Q2	–	Sell	-18	Closed	-$1.82K	–	1377
2025 Q1	$1.82K	Buy	+18	New	+$1.99K	﹤0.01%	856

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewSquare Capital's UMBF Position: Q2 2025 in Review

NewSquare Capital sold out of UMB Financial (UMBF) in Q2 2025, closing a stake of 18 shares — an estimated $1.82K sold.

NewSquare Capital first reported a position in UMBF in Q1 2025 and held it in 1 quarter. The position peaked at $1.82K in Q1 2025. 408 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

NewSquare Capital reported no remaining UMB Financial position as of Q2 2025 after selling out during the quarter.
NewSquare Capital sold 18 UMB Financial shares in Q2 2025, an estimated $1.82K.
NewSquare Capital first reported a position in UMB Financial in Q1 2025 and held it in 1 quarter.
NewSquare Capital's UMB Financial position peaked at $1.82K in Q1 2025.
408 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.