UB
NKLA

UMB Bank’s Nikola Corporation Common Stock NKLA Stock Holding History

UMB Bank’s Portfolio NKLA Stock Details NKLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$1 – 2186
2024
Q4 		$1 Hold
1
– – ﹤0.01% 2063
2024
Q3 		$5 Buy
+1
New +$7 ﹤0.01% 2135
2024
Q2 		– Sell
-7
Closed -$208 – 2242
2024
Q1 		$208 Hold
7
– – ﹤0.01% 2119
2023
Q4 		$175 Hold
7
– – ﹤0.01% 1585
2023
Q3 		$314 Hold
7
– – ﹤0.01% 1652
2023
Q2 		$276 Hold
7
– – ﹤0.01% 1645
2023
Q1 		$242 Hold
7
– – ﹤0.01% 1664
2022
Q4 		$0 Hold
7
– – ﹤0.01% 1857
2022
Q3 		$1K Hold
7
– – ﹤0.01% 1718
2022
Q2 		$1K Hold
7
– – ﹤0.01% 1880
2022
Q1 		$2K Hold
7
– – ﹤0.01% 1864
2021
Q4 		$2K Buy
+7
New +$2.33K ﹤0.01% 1864

Other funds holding NKLA

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XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

UMB Bank's NKLA Position: Q1 2025 in Review

UMB Bank sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 1 share — an estimated $1 sold.

UMB Bank first reported a position in NKLA in Q4 2021 and held it in 12 quarters. The position peaked at $2K in Q1 2022. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • UMB Bank reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • UMB Bank sold 1 Nikola Corporation Common Stock share in Q1 2025, an estimated $1.
  • UMB Bank first reported a position in Nikola Corporation Common Stock in Q4 2021 and held it in 12 quarters.
  • UMB Bank's Nikola Corporation Common Stock position peaked at $2K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on UMB Bank's 13F filing for Q1 2025, filed 14 Apr 2025.