Private Capital Group’s UMB Financial UMBF Stock Holding History

Private Capital Group’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
2022 Q2	$16K	Hold	186	–	–	0.01%	909
2022 Q1	$18K	Hold	186	–	–	﹤0.01%	1078
2021 Q4	$20K	Hold	186	–	–	﹤0.01%	1072
2021 Q3	$18K	Hold	186	–	–	﹤0.01%	1131
2021 Q2	$17K	Hold	186	–	–	﹤0.01%	1170
2021 Q1	$17K	Sell	186 -218	-54%	-$18K	﹤0.01%	1136
2020 Q4	$28K	Sell	404 -26	-6%	-$1.67K	0.01%	1047
2020 Q3	$21K	Sell	430 -146	-25%	-$7.37K	﹤0.01%	1079
2020 Q2	$30K	Buy	576 +89	+18%	+$4.36K	0.01%	947
2020 Q1	$23K	Buy	487 +198	+69%	+$12K	0.01%	971
2019 Q4	$19K	Sell	289 -44	-13%	-$2.92K	﹤0.01%	1130
2019 Q3	$22K	Buy	333 +131	+65%	+$8.46K	﹤0.01%	1148
2019 Q2	$15K	Sell	202 -151	-43%	-$9.96K	﹤0.01%	1211
2019 Q1	$23K	Sell	353 -16	-4%	-$1.06K	﹤0.01%	1129
2018 Q4	$23K	Buy	369 +189	+105%	+$12.3K	0.01%	1041
2018 Q3	$12K	Sell	180 -22	-11%	-$1.65K	﹤0.01%	1385
2018 Q2	$15K	Hold	202	–	–	﹤0.01%	1248
2018 Q1	$15K	Sell	202 -16	-7%	-$1.2K	﹤0.01%	1203
2017 Q4	$16K	Buy	+218	New	+$16K	﹤0.01%	1171

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Private Capital Group's UMBF Position: Q2 2022 in Review

Private Capital Group held its UMB Financial (UMBF) position steady in Q2 2022 at 186 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #909.

Private Capital Group first reported a position in UMBF in Q4 2017 and has held it in 19 quarters since. The position peaked at $30K in Q2 2020. 260 funds tracked by Wall St. Rank hold UMBF as of Q2 2022.

Private Capital Group held 186 shares of UMB Financial worth $16K as of Q2 2022.
Private Capital Group left its UMB Financial share count unchanged in Q2 2022.
UMB Financial made up 0.01% of Private Capital Group's portfolio in Q2 2022, its #909 holding.
Private Capital Group first reported a position in UMB Financial in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's UMB Financial position peaked at $30K in Q2 2020.
260 funds tracked by Wall St. Rank held UMB Financial as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.