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Sowell Financial Services’s UMB Financial UMBF Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-68
Closed -$7K – 2591
2021
Q1 		$7K Buy
+68
New +$5.62K ﹤0.01% 2483
2020
Q1 		– Sell
-12
Closed -$1K – 2692
2019
Q4 		$1K Sell
12
-31
-72% -$2.06K ﹤0.01% 2433
2019
Q3 		$3K Buy
+43
New +$2.78K ﹤0.01% 1987

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sowell Financial Services's UMBF Position: Q2 2021 in Review

Sowell Financial Services sold out of UMB Financial (UMBF) in Q2 2021, closing a stake of 68 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in UMBF in Q3 2019 and held it in 3 quarters. The position peaked at $7K in Q1 2021. 235 funds tracked by Wall St. Rank hold UMBF as of Q2 2021.

  • Sowell Financial Services reported no remaining UMB Financial position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 68 UMB Financial shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in UMB Financial in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's UMB Financial position peaked at $7K in Q1 2021.
  • 235 funds tracked by Wall St. Rank held UMB Financial as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.