Parallax Volatility Advisers
UMBF icon

Parallax Volatility Advisers’s UMB Financial UMBF Stock Holding History

Parallax Volatility Advisers’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
Q2 		– Sell
-2,288
Closed -$132K – 2871
2023
Q1 		$132K Buy
+2,288
New +$186K ﹤0.01% 2077
2018
Q4 		– Sell
-683
Closed -$48K – 3980
2018
Q3 		$48K Buy
+683
New +$51.3K ﹤0.01% 1903
2018
Q2 		– Sell
-4,789
Closed -$347K – 3331
2018
Q1 		$347K Sell
4,789
-2,099
-30% -$157K ﹤0.01% 1175
2017
Q4 		$495K Buy
+6,888
New +$506K ﹤0.01% 1539

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

Parallax Volatility Advisers's UMBF Position: Q2 2023 in Review

Parallax Volatility Advisers sold out of UMB Financial (UMBF) in Q2 2023, closing a stake of 2,288 shares — an estimated $132K sold.

Parallax Volatility Advisers first reported a position in UMBF in Q4 2017 and held it in 4 quarters. The position peaked at $495K in Q4 2017. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

  • Parallax Volatility Advisers reported no remaining UMB Financial position as of Q2 2023 after selling out during the quarter.
  • Parallax Volatility Advisers sold 2,288 UMB Financial shares in Q2 2023, an estimated $132K.
  • Parallax Volatility Advisers first reported a position in UMB Financial in Q4 2017 and held it in 4 quarters.
  • Parallax Volatility Advisers's UMB Financial position peaked at $495K in Q4 2017.
  • 225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on Parallax Volatility Advisers's 13F filing for Q2 2023, filed 14 Aug 2023.