Raymond James Financial Services Advisors’s UMB Financial UMBF Stock Holding History

Raymond James Financial Services 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
2024 Q3	$1.16M	Buy	11,013 +1,555	+16%	+$152K	﹤0.01%	2068
2024 Q2	$789K	Sell	9,458 -2,690	-22%	-$221K	﹤0.01%	2225
2024 Q1	$1.06M	Sell	12,148 -755	-6%	-$61.4K	﹤0.01%	2027
2023 Q4	$1.08M	Buy	+12,903	New	+$908K	﹤0.01%	1939
2023 Q3	–	Sell	-3,441	Closed	-$210K	–	3353
2023 Q2	$210K	Buy	+3,441	New	+$205K	﹤0.01%	2901
2023 Q1	–	Sell	-2,661	Closed	-$222K	–	3404
2022 Q4	$222K	Buy	+2,661	New	+$224K	﹤0.01%	2802

Other funds holding UMBF

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

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

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

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

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

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

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

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

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

Raymond James Financial Services Advisors's UMBF Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its UMB Financial (UMBF) stake by 16% in Q3 2024, buying an estimated $152K and bringing the position to 11,013 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

Raymond James Financial Services Advisors first reported a position in UMBF in Q4 2022 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold UMBF as of Q3 2024.

Raymond James Financial Services Advisors held 11,013 shares of UMB Financial worth $1.16M as of Q3 2024.
Raymond James Financial Services Advisors bought 1,555 UMB Financial shares in Q3 2024, an estimated $152K.
UMB Financial made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2068 holding.
Raymond James Financial Services Advisors first reported a position in UMB Financial in Q4 2022 and has held it in 6 quarters since.
323 funds tracked by Wall St. Rank held UMB Financial as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.