Stephens Inc’s UMB Financial UMBF Stock Holding History

Stephens Inc’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
2020 Q4	–	Sell	-6,755	Closed	-$331K	–	1269
2020 Q3	$331K	Buy	+6,755	New	+$341K	0.01%	843

Other funds holding UMBF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Stephens Inc's UMBF Position: Q4 2020 in Review

Stephens Inc sold out of UMB Financial (UMBF) in Q4 2020, closing a stake of 6,755 shares — an estimated $331K sold.

Stephens Inc first reported a position in UMBF in Q3 2020 and held it in 1 quarter. The position peaked at $331K in Q3 2020. 232 funds tracked by Wall St. Rank hold UMBF as of Q4 2020.

Stephens Inc reported no remaining UMB Financial position as of Q4 2020 after selling out during the quarter.
Stephens Inc sold 6,755 UMB Financial shares in Q4 2020, an estimated $331K.
Stephens Inc first reported a position in UMB Financial in Q3 2020 and held it in 1 quarter.
Stephens Inc's UMB Financial position peaked at $331K in Q3 2020.
232 funds tracked by Wall St. Rank held UMB Financial as of Q4 2020.

Based on Stephens Inc's 13F filing for Q4 2020, filed 10 Feb 2021.