PI
UMBF icon

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
2023
Q2 		– Sell
-2,000
Closed -$115K – 4738
2023
Q1 		$115K Sell
2,000
-1,200
-38% -$97.5K ﹤0.01% 3442
2022
Q4 		$267K Buy
3,200
+700
+28% +$58.8K ﹤0.01% 3070
2022
Q3 		$211K Buy
2,500
+1,200
+92% +$109K ﹤0.01% 3615
2022
Q2 		$112K Buy
+1,300
New +$118K ﹤0.01% 5184
2021
Q1 		– Sell
-2,100
Closed -$145K – 5567
2020
Q4 		$145K Buy
+2,100
New +$135K ﹤0.01% 3880
2020
Q3 		– Sell
-7,800
Closed -$402K – 4908
2020
Q2 		$402K Buy
7,800
+4,500
+136% +$221K ﹤0.01% 2862
2020
Q1 		$153K Buy
+3,300
New +$201K ﹤0.01% 3059

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.