nVerses Capital’s UMB Financial UMBF Stock Holding History

nVerses 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
2024 Q4	–	Sell	-2,000	Closed	-$210K	–	848
2024 Q3	$210K	Sell	2,000 -1,800	-47%	-$175K	0.1%	314
2024 Q2	$317K	Buy	+3,800	New	+$312K	0.19%	177

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

nVerses Capital's UMBF Position: Q4 2024 in Review

nVerses Capital sold out of UMB Financial (UMBF) in Q4 2024, closing a stake of 2,000 shares — an estimated $210K sold.

nVerses Capital first reported a position in UMBF in Q2 2024 and held it in 2 quarters. The position peaked at $317K in Q2 2024. 353 funds tracked by Wall St. Rank hold UMBF as of Q4 2024.

nVerses Capital reported no remaining UMB Financial position as of Q4 2024 after selling out during the quarter.
nVerses Capital sold 2,000 UMB Financial shares in Q4 2024, an estimated $210K.
nVerses Capital first reported a position in UMB Financial in Q2 2024 and held it in 2 quarters.
nVerses Capital's UMB Financial position peaked at $317K in Q2 2024.
353 funds tracked by Wall St. Rank held UMB Financial as of Q4 2024.

Based on nVerses Capital's 13F filing for Q4 2024.