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Prime Capital Investment Advisors’s UMB Financial UMBF Stock Holding History

Prime Capital Investment Advisors’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
Q3 		– Sell
-2,514
Closed -$264K – 1067
2025
Q2 		$264K Sell
2,514
-34
-1% -$3.39K ﹤0.01% 806
2025
Q1 		$258K Buy
+2,548
New +$281K ﹤0.01% 886

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Prime Capital Investment Advisors's UMBF Position: Q3 2025 in Review

Prime Capital Investment Advisors sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 2,514 shares — an estimated $264K sold.

Prime Capital Investment Advisors first reported a position in UMBF in Q1 2025 and held it in 2 quarters. The position peaked at $264K in Q2 2025. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • Prime Capital Investment Advisors reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 2,514 UMB Financial shares in Q3 2025, an estimated $264K.
  • Prime Capital Investment Advisors first reported a position in UMB Financial in Q1 2025 and held it in 2 quarters.
  • Prime Capital Investment Advisors's UMB Financial position peaked at $264K in Q2 2025.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.