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Teza Capital Management’s UMB Financial UMBF Stock Holding History

Teza Capital Management’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
Q1 		– Sell
-3,803
Closed -$429K – 594
2024
Q4 		$429K Sell
3,803
-264
-6% -$30.5K 0.07% 309
2024
Q3 		$427K Buy
+4,067
New +$396K 0.05% 412
2022
Q3 		– Sell
-4,346
Closed -$374K – 640
2022
Q2 		$374K Buy
+4,346
New +$394K 0.14% 266
2020
Q4 		– Sell
-4,145
Closed -$203K – 440
2020
Q3 		$203K Sell
4,145
-5,595
-57% -$282K 0.12% 295
2020
Q2 		$502K Buy
9,740
+5,076
+109% +$249K 0.11% 283
2020
Q1 		$216K Buy
+4,664
New +$284K 0.69% 69
2017
Q2 		– Sell
-8,192
Closed -$617K – 356
2017
Q1 		$617K Buy
8,192
+4,591
+127% +$351K 0.18% 196
2016
Q4 		$278K Buy
+3,601
New +$250K 0.39% 95

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Teza Capital Management's UMBF Position: Q1 2025 in Review

Teza Capital Management sold out of UMB Financial (UMBF) in Q1 2025, closing a stake of 3,803 shares — an estimated $429K sold.

Teza Capital Management first reported a position in UMBF in Q4 2016 and held it in 8 quarters. The position peaked at $617K in Q1 2017. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

  • Teza Capital Management reported no remaining UMB Financial position as of Q1 2025 after selling out during the quarter.
  • Teza Capital Management sold 3,803 UMB Financial shares in Q1 2025, an estimated $429K.
  • Teza Capital Management first reported a position in UMB Financial in Q4 2016 and held it in 8 quarters.
  • Teza Capital Management's UMB Financial position peaked at $617K in Q1 2017.
  • 410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on Teza Capital Management's 13F filing for Q1 2025, filed 15 May 2025.