SSA
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Schonfeld Strategic Advisors’s UMB Financial UMBF Stock Holding History

Schonfeld Strategic 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
-3,641
Closed -$383K – 2603
2025
Q2 		$383K Buy
+3,641
New +$363K ﹤0.01% 1627
2025
Q1 		– Sell
-13,160
Closed -$1.49M – 2509
2024
Q4 		$1.49M Buy
13,160
+8,603
+189% +$995K 0.01% 959
2024
Q3 		$479K Sell
4,557
-52,294
-92% -$5.1M ﹤0.01% 1452
2024
Q2 		$4.74M Sell
56,851
-16,156
-22% -$1.32M 0.03% 567
2024
Q1 		$6.35M Buy
+73,007
New +$5.94M 0.04% 549
2023
Q1 		– Sell
-5,244
Closed -$438K – 2675
2022
Q4 		$438K Buy
+5,244
New +$441K ﹤0.01% 1600
2022
Q3 		– Sell
-389,702
Closed -$33.6M – 3173
2022
Q2 		$33.6M Buy
389,702
+11,417
+3% +$1.03M 0.33% 55
2022
Q1 		$36.8M Buy
378,285
+22,404
+6% +$2.29M 0.33% 48
2021
Q4 		$37.8M Sell
355,881
-69,634
-16% -$7.18M 0.34% 48
2021
Q3 		$41.2M Buy
425,515
+76,104
+22% +$6.94M 0.42% 39
2021
Q2 		$32.5M Buy
349,411
+238,840
+216% +$22.7M 0.35% 51
2021
Q1 		$10.2M Buy
110,571
+5,349
+5% +$442K 0.12% 224
2020
Q4 		$7.26M Buy
+105,222
New +$6.75M 0.1% 298
2019
Q1 		– Sell
-6,121
Closed -$373K – 1295
2018
Q4 		$373K Buy
+6,121
New +$397K 0.01% 754

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

Schonfeld Strategic Advisors's UMBF Position: Q3 2025 in Review

Schonfeld Strategic Advisors sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 3,641 shares — an estimated $383K sold.

Schonfeld Strategic Advisors first reported a position in UMBF in Q4 2018 and held it in 14 quarters. The position peaked at $41.2M in Q3 2021. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • Schonfeld Strategic Advisors reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
  • Schonfeld Strategic Advisors sold 3,641 UMB Financial shares in Q3 2025, an estimated $383K.
  • Schonfeld Strategic Advisors first reported a position in UMB Financial in Q4 2018 and held it in 14 quarters.
  • Schonfeld Strategic Advisors's UMB Financial position peaked at $41.2M in Q3 2021.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.