Pathstone Family Office’s UMB Financial UMBF Stock Holding History

Pathstone Family Office’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 Q3	$320K	Buy	5,118 +32	+0.6%	+$2.08K	﹤0.01%	1276
2023 Q2	$312K	Sell	5,086 -321	-6%	-$19.2K	﹤0.01%	947
2023 Q1	$316K	Sell	5,407 -2,563	-32%	-$208K	0.01%	887
2022 Q4	$646K	Buy	7,970 +66	+0.8%	+$5.55K	0.01%	592
2022 Q3	$669K	Sell	7,904 -332	-4%	-$30K	0.01%	530
2022 Q2	$712K	Sell	8,236 -254	-3%	-$23K	0.02%	441
2022 Q1	$828K	Buy	8,490 +917	+12%	+$93.6K	0.02%	380
2021 Q4	$806K	Sell	7,573 -34	-0.4%	-$3.51K	0.02%	392
2021 Q3	$738K	Buy	7,607 +1,451	+24%	+$132K	0.02%	374
2021 Q2	$575K	Buy	6,156 +2,202	+56%	+$209K	0.02%	415
2021 Q1	$366K	Buy	+3,954	New	+$327K	0.01%	423

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Family Office's UMBF Position: Q3 2023 in Review

Pathstone Family Office increased its UMB Financial (UMBF) stake by 0.63% in Q3 2023, buying an estimated $2.08K and bringing the position to 5,118 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Pathstone Family Office first reported a position in UMBF in Q1 2021 and has held it in 11 quarters since. The position peaked at $828K in Q1 2022. 242 funds tracked by Wall St. Rank hold UMBF as of Q3 2023.

Pathstone Family Office held 5,118 shares of UMB Financial worth $320K as of Q3 2023.
Pathstone Family Office bought 32 UMB Financial shares in Q3 2023, an estimated $2.08K.
UMB Financial made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1276 holding.
Pathstone Family Office first reported a position in UMB Financial in Q1 2021 and has held it in 11 quarters since.
Pathstone Family Office's UMB Financial position peaked at $828K in Q1 2022.
242 funds tracked by Wall St. Rank held UMB Financial as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.