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Schubert & Co’s UMB Financial UMBF Stock Holding History

Schubert & Co’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
-11
Closed -$635 – 1438
2023
Q1 		$635 Sell
11
-1
-8% -$81 ﹤0.01% 1350
2022
Q4 		$1K Sell
12
-19
-61% -$1.6K ﹤0.01% 1176
2022
Q3 		$3K Buy
31
+11
+55% +$995 ﹤0.01% 688
2022
Q2 		$2K Buy
20
+13
+186% +$1.18K ﹤0.01% 905
2022
Q1 		$1K Sell
7
-1
-13% -$102 ﹤0.01% 951
2021
Q4 		$1K Buy
+8
New +$825 ﹤0.01% 895

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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

Schubert & Co's UMBF Position: Q2 2023 in Review

Schubert & Co sold out of UMB Financial (UMBF) in Q2 2023, closing a stake of 11 shares — an estimated $635 sold.

Schubert & Co first reported a position in UMBF in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

  • Schubert & Co reported no remaining UMB Financial position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 11 UMB Financial shares in Q2 2023, an estimated $635.
  • Schubert & Co first reported a position in UMB Financial in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's UMB Financial position peaked at $3K in Q3 2022.
  • 225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.