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PEAK6 Investments’s UMB Financial UMBF Stock Holding History

PEAK6 Investments’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
2022
Q3 		– Sell
-4,800
Closed -$413K – 6170
2022
Q2 		$413K Buy
4,800
+100
+2% +$9.06K ﹤0.01% 4025
2022
Q1 		$457K Buy
+4,700
New +$480K ﹤0.01% 3241
2021
Q2 		– Sell
-3,300
Closed -$305K – 5791
2021
Q1 		$305K Buy
+3,300
New +$273K ﹤0.01% 3611
2020
Q3 		– Sell
-10,600
Closed -$546K – 4906
2020
Q2 		$546K Buy
+10,600
New +$520K ﹤0.01% 2592
2020
Q1 		– Sell
-5,000
Closed -$343K – 4567
2019
Q4 		$343K Buy
+5,000
New +$332K ﹤0.01% 2204

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

PEAK6 Investments's UMBF Position: Q2 2023 in Review

PEAK6 Investments sold out of UMB Financial (UMBF) in Q2 2023, closing a stake of 1,644 shares — an estimated $94.9K sold.

PEAK6 Investments first reported a position in UMBF in Q1 2020 and held it in 6 quarters. The position peaked at $137K in Q2 2020. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

  • PEAK6 Investments reported no remaining UMB Financial position as of Q2 2023 after selling out during the quarter.
  • PEAK6 Investments sold 1,644 UMB Financial shares in Q2 2023, an estimated $94.9K.
  • PEAK6 Investments first reported a position in UMB Financial in Q1 2020 and held it in 6 quarters.
  • PEAK6 Investments's UMB Financial position peaked at $137K in Q2 2020.
  • 225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on PEAK6 Investments's 13F filing for Q2 2023, filed 11 Aug 2023.