Petrus Trust Company’s UMB Financial UMBF Stock Holding History

Petrus Trust Company’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	-7,641	Closed	-$441K	–	747
2023 Q1	$441K	Buy	+7,641	New	+$621K	0.05%	129

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Petrus Trust Company's UMBF Position: Q2 2023 in Review

Petrus Trust Company sold out of UMB Financial (UMBF) in Q2 2023, closing a stake of 7,641 shares — an estimated $441K sold.

Petrus Trust Company first reported a position in UMBF in Q1 2023 and held it in 1 quarter. The position peaked at $441K in Q1 2023. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

Petrus Trust Company reported no remaining UMB Financial position as of Q2 2023 after selling out during the quarter.
Petrus Trust Company sold 7,641 UMB Financial shares in Q2 2023, an estimated $441K.
Petrus Trust Company first reported a position in UMB Financial in Q1 2023 and held it in 1 quarter.
Petrus Trust Company's UMB Financial position peaked at $441K in Q1 2023.
225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on Petrus Trust Company's 13F filing for Q2 2023, filed 14 Aug 2023.