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Philadelphia Financial Management of San Francisco’s UMB Financial UMBF Stock Holding History

Philadelphia Financial Management of San Francisco’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
2024
Q3 		– Sell
-114,357
Closed -$9.54M – 64
2024
Q2 		$9.54M Buy
+114,357
New +$9.38M 1.67% 27

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's UMBF Position: Q3 2024 in Review

Philadelphia Financial Management of San Francisco sold out of UMB Financial (UMBF) in Q3 2024, closing a stake of 114,357 shares — an estimated $9.54M sold.

Philadelphia Financial Management of San Francisco first reported a position in UMBF in Q2 2024 and held it in 1 quarter. The position peaked at $9.54M in Q2 2024. 323 funds tracked by Wall St. Rank hold UMBF as of Q3 2024.

  • Philadelphia Financial Management of San Francisco reported no remaining UMB Financial position as of Q3 2024 after selling out during the quarter.
  • Philadelphia Financial Management of San Francisco sold 114,357 UMB Financial shares in Q3 2024, an estimated $9.54M.
  • Philadelphia Financial Management of San Francisco first reported a position in UMB Financial in Q2 2024 and held it in 1 quarter.
  • Philadelphia Financial Management of San Francisco's UMB Financial position peaked at $9.54M in Q2 2024.
  • 323 funds tracked by Wall St. Rank held UMB Financial as of Q3 2024.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q3 2024, filed 14 Nov 2024.