UMB Bank’s OppFi OPFI Stock Holding History

UMB Bank’s Portfolio OPFI Stock Details OPFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,796	Closed	-$29.7K	–	2171
2023 Q4	$29.7K	Hold	5,796	–	–	﹤0.01%	944
2023 Q3	$14.6K	Buy	+5,796	New	+$13.5K	﹤0.01%	1161

Other funds holding OPFI

LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UMB Bank's OPFI Position: Q1 2024 in Review

UMB Bank sold out of OppFi (OPFI) in Q1 2024, closing a stake of 5,796 shares — an estimated $29.7K sold.

UMB Bank first reported a position in OPFI in Q3 2023 and held it in 2 quarters. The position peaked at $29.7K in Q4 2023. 69 funds tracked by Wall St. Rank hold OPFI as of Q1 2024.

UMB Bank reported no remaining OppFi position as of Q1 2024 after selling out during the quarter.
UMB Bank sold 5,796 OppFi shares in Q1 2024, an estimated $29.7K.
UMB Bank first reported a position in OppFi in Q3 2023 and held it in 2 quarters.
UMB Bank's OppFi position peaked at $29.7K in Q4 2023.
69 funds tracked by Wall St. Rank held OppFi as of Q1 2024.

Based on UMB Bank's 13F filing for Q1 2024, filed 26 Apr 2024.