Royce & Associates’s UMB Financial UMBF Stock Holding History

Royce & Associates’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
2023 Q2	–	Sell	-103,874	Closed	-$6M	–	967
2023 Q1	$6M	Sell	103,874 -6,803	-6%	-$553K	0.06%	447
2022 Q4	$9.24M	Sell	110,677 -25	-0%	-$2.1K	0.1%	307
2022 Q3	$9.33M	Sell	110,702 -5	-0%	-$452	0.11%	286
2022 Q2	$9.53M	Sell	110,707 -2,189	-2%	-$198K	0.1%	293
2022 Q1	$11M	Sell	112,896 -21,860	-16%	-$2.23M	0.09%	326
2021 Q4	$14.3M	Sell	134,756 -11,276	-8%	-$1.16M	0.11%	294
2021 Q3	$14.1M	Sell	146,032 -453	-0.3%	-$41.3K	0.11%	315
2021 Q2	$13.6M	Buy	146,485 +950	+0.7%	+$90.2K	0.09%	365
2021 Q1	$13.4M	Buy	145,535 +54,575	+60%	+$4.51M	0.09%	363
2020 Q4	$6.28M	Sell	90,960 -4,388	-5%	-$281K	0.05%	502
2020 Q3	$4.67M	Buy	+95,348	New	+$4.81M	0.05%	487

Other funds holding UMBF

BlackRock New York $5.7T AUM 30.48% 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

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

Goldman Sachs New York $761B AUM 31.28% 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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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