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TwinBeech Capital’s UMB Financial UMBF Stock Holding History

TwinBeech Capital’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
2024
Q1 		– Sell
-6,292
Closed -$526K – 864
2023
Q4 		$526K Buy
+6,292
New +$443K 0.01% 547
2023
Q2 		– Sell
-59,780
Closed -$3.45M – 871
2023
Q1 		$3.45M Buy
+59,780
New +$4.86M 0.07% 298

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
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

TwinBeech Capital's UMBF Position: Q1 2024 in Review

TwinBeech Capital sold out of UMB Financial (UMBF) in Q1 2024, closing a stake of 6,292 shares — an estimated $526K sold.

TwinBeech Capital first reported a position in UMBF in Q1 2023 and held it in 2 quarters. The position peaked at $3.45M in Q1 2023. 271 funds tracked by Wall St. Rank hold UMBF as of Q1 2024.

  • TwinBeech Capital reported no remaining UMB Financial position as of Q1 2024 after selling out during the quarter.
  • TwinBeech Capital sold 6,292 UMB Financial shares in Q1 2024, an estimated $526K.
  • TwinBeech Capital first reported a position in UMB Financial in Q1 2023 and held it in 2 quarters.
  • TwinBeech Capital's UMB Financial position peaked at $3.45M in Q1 2023.
  • 271 funds tracked by Wall St. Rank held UMB Financial as of Q1 2024.

Based on TwinBeech Capital's 13F filing for Q1 2024, filed 15 May 2024.