R Squared’s UMB Financial UMBF Stock Holding History

R Squared’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 Q1	–	Sell	-1,040	Closed	-$117K	–	1457
2024 Q4	$117K	Buy	+1,040	New	+$120K	0.11%	229

Other funds holding UMBF

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

R Squared's UMBF Position: Q1 2025 in Review

R Squared sold out of UMB Financial (UMBF) in Q1 2025, closing a stake of 1,040 shares — an estimated $117K sold.

R Squared first reported a position in UMBF in Q4 2024 and held it in 1 quarter. The position peaked at $117K in Q4 2024. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

R Squared reported no remaining UMB Financial position as of Q1 2025 after selling out during the quarter.
R Squared sold 1,040 UMB Financial shares in Q1 2025, an estimated $117K.
R Squared first reported a position in UMB Financial in Q4 2024 and held it in 1 quarter.
R Squared's UMB Financial position peaked at $117K in Q4 2024.
410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.