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Occudo Quantitative Strategies’s UMB Financial UMBF Stock Holding History

Occudo Quantitative Strategies’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
Q3 		– Sell
-7,110
Closed -$748K – 885
2025
Q2 		$748K Sell
7,110
-45
-0.6% -$4.49K 0.08% 290
2025
Q1 		$717K Buy
+7,155
New +$789K 0.1% 295
2024
Q2 		– Sell
-3,762
Closed -$327K – 1012
2024
Q1 		$327K Buy
+3,762
New +$306K 0.06% 445
2023
Q4 		– Sell
-5,689
Closed -$353K – 1216
2023
Q3 		$353K Buy
+5,689
New +$370K 0.05% 608
2023
Q2 		– Sell
-6,304
Closed -$364K – 1299
2023
Q1 		$364K Buy
+6,304
New +$512K 0.03% 597

Other funds holding UMBF

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
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Occudo Quantitative Strategies's UMBF Position: Q3 2025 in Review

Occudo Quantitative Strategies sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 7,110 shares — an estimated $748K sold.

Occudo Quantitative Strategies first reported a position in UMBF in Q1 2023 and held it in 5 quarters. The position peaked at $748K in Q2 2025. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • Occudo Quantitative Strategies reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 7,110 UMB Financial shares in Q3 2025, an estimated $748K.
  • Occudo Quantitative Strategies first reported a position in UMB Financial in Q1 2023 and held it in 5 quarters.
  • Occudo Quantitative Strategies's UMB Financial position peaked at $748K in Q2 2025.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.