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Steward Financial Group’s UMB Financial UMBF Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+43
New +$2.79K ﹤0.01% 1056
2022
Q3 		– Sell
-12
Closed -$1K – 1245
2022
Q2 		$1K Buy
+12
New +$1.09K ﹤0.01% 886

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's UMBF Position: Q3 2023 in Review

Steward Financial Group opened a new position in UMB Financial (UMBF) in Q3 2023: 43 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1056 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in UMBF as recently as Q2 2022.

Steward Financial Group first reported a position in UMBF in Q2 2022 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold UMBF as of Q3 2023.

  • Steward Financial Group held 43 shares of UMB Financial worth $2K as of Q3 2023.
  • UMB Financial was a new Steward Financial Group position in Q3 2023.
  • UMB Financial made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1056 holding.
  • Steward Financial Group first reported a position in UMB Financial in Q2 2022 and has held it in 2 quarters since.
  • 242 funds tracked by Wall St. Rank held UMB Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.