PCM
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Prelude Capital Management’s UMB Financial UMBF Stock Holding History

Prelude Capital Management’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
2025
Q2 		– Sell
-3,170
Closed -$320K – 1374
2025
Q1 		$320K Buy
+3,170
New +$349K 0.02% 677
2023
Q2 		– Sell
-4,433
Closed -$256K – 1356
2023
Q1 		$256K Buy
+4,433
New +$360K 0.02% 727
2022
Q3 		– Sell
-2,372
Closed -$204K – 1923
2022
Q2 		$204K Buy
+2,372
New +$215K 0.01% 1282
2020
Q4 		– Sell
-2,292
Closed -$112K – 2019
2020
Q3 		$112K Sell
2,292
-652
-22% -$32.9K 0.01% 871
2020
Q2 		$152K Buy
2,944
+1,103
+60% +$54.1K 0.01% 818
2020
Q1 		$85K Buy
1,841
+1,830
+16,636% +$111K 0.01% 637
2019
Q4 		$1K Buy
+11
New +$730 ﹤0.01% 1854
2018
Q4 		– Sell
-102
Closed -$7K – 2171
2018
Q3 		$7K Sell
102
-86
-46% -$6.46K ﹤0.01% 1595
2018
Q2 		$14K Buy
+188
New +$14.4K ﹤0.01% 1430
2015
Q3 		– Sell
-350
Closed -$20K – 1805
2015
Q2 		$20K Sell
350
-350
-50% -$18.8K ﹤0.01% 1372
2015
Q1 		$37K Hold
700
– – 0.01% 1534
2014
Q4 		$40K Hold
700
– – 0.01% 1374
2014
Q3 		$38K Buy
+700
New +$40.4K 0.01% 1490
2014
Q1 		– Sell
-170
Closed -$11K – 2115
2013
Q4 		$11K Sell
170
-620
-78% -$37.7K ﹤0.01% 1488
2013
Q3 		$43K Buy
+790
New +$46.1K 0.01% 951

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prelude Capital Management's UMBF Position: Q2 2025 in Review

Prelude Capital Management sold out of UMB Financial (UMBF) in Q2 2025, closing a stake of 3,170 shares — an estimated $320K sold.

Prelude Capital Management first reported a position in UMBF in Q3 2013 and held it in 15 quarters. The position peaked at $320K in Q1 2025. 408 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

  • Prelude Capital Management reported no remaining UMB Financial position as of Q2 2025 after selling out during the quarter.
  • Prelude Capital Management sold 3,170 UMB Financial shares in Q2 2025, an estimated $320K.
  • Prelude Capital Management first reported a position in UMB Financial in Q3 2013 and held it in 15 quarters.
  • Prelude Capital Management's UMB Financial position peaked at $320K in Q1 2025.
  • 408 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on Prelude Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.