Toronto Dominion Bank
UMBF icon

Toronto Dominion Bank’s UMB Financial UMBF Stock Holding History

Toronto Dominion Bank’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
-9
Closed -$1K – 1803
2023
Q1 		$1K Buy
+9
New +$731 ﹤0.01% 1400
2022
Q2 		– Sell
-19,455
Closed -$1.89M – 1896
2022
Q1 		$1.89M Buy
19,455
+7,655
+65% +$781K ﹤0.01% 798
2021
Q4 		$1.25M Buy
11,800
+11,265
+2,106% +$1.16M ﹤0.01% 966
2021
Q3 		$52K Sell
535
-166
-24% -$15.1K ﹤0.01% 1209
2021
Q2 		$65K Buy
701
+203
+41% +$19.3K ﹤0.01% 1182
2021
Q1 		$46K Sell
498
-340
-41% -$28.1K ﹤0.01% 1229
2020
Q4 		$58K Buy
+838
New +$53.7K ﹤0.01% 1143
2020
Q1 		– Sell
-474
Closed -$33K – 1454
2019
Q4 		$33K Buy
474
+25
+6% +$1.66K ﹤0.01% 1181
2019
Q3 		$29K Sell
449
-831
-65% -$53.7K ﹤0.01% 1263
2019
Q2 		$42K Buy
1,280
+711
+125% +$46.9K ﹤0.01% 1203
2019
Q1 		$36K Buy
569
+29
+5% +$1.92K ﹤0.01% 1333
2018
Q4 		$33K Buy
+540
New +$35K ﹤0.01% 1271

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

Toronto Dominion Bank's UMBF Position: Q2 2023 in Review

Toronto Dominion Bank sold out of UMB Financial (UMBF) in Q2 2023, closing a stake of 9 shares — an estimated $1K sold.

Toronto Dominion Bank first reported a position in UMBF in Q4 2018 and held it in 12 quarters. The position peaked at $1.89M in Q1 2022. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

  • Toronto Dominion Bank reported no remaining UMB Financial position as of Q2 2023 after selling out during the quarter.
  • Toronto Dominion Bank sold 9 UMB Financial shares in Q2 2023, an estimated $1K.
  • Toronto Dominion Bank first reported a position in UMB Financial in Q4 2018 and held it in 12 quarters.
  • Toronto Dominion Bank's UMB Financial position peaked at $1.89M in Q1 2022.
  • 225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on Toronto Dominion Bank's 13F filing for Q2 2023, filed 10 Aug 2023.