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United Capital Management of KS’s UMB Financial UMBF Stock Holding History

United Capital Management of KS’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
-5,636
Closed -$325K – 87
2023
Q1 		$325K Buy
5,636
+1
+0% +$81 0.12% 72
2022
Q4 		$471K Buy
5,635
+1
+0% +$84 0.19% 64
2022
Q3 		$475K Buy
5,634
+1
+0% +$90 0.22% 69
2022
Q2 		$485K Hold
5,633
– – 0.23% 66
2022
Q1 		$547K Buy
+5,633
New +$575K 0.21% 68

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

United Capital Management of KS's UMBF Position: Q2 2023 in Review

United Capital Management of KS sold out of UMB Financial (UMBF) in Q2 2023, closing a stake of 5,636 shares — an estimated $325K sold.

United Capital Management of KS first reported a position in UMBF in Q1 2022 and held it in 5 quarters. The position peaked at $547K in Q1 2022. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

  • United Capital Management of KS reported no remaining UMB Financial position as of Q2 2023 after selling out during the quarter.
  • United Capital Management of KS sold 5,636 UMB Financial shares in Q2 2023, an estimated $325K.
  • United Capital Management of KS first reported a position in UMB Financial in Q1 2022 and held it in 5 quarters.
  • United Capital Management of KS's UMB Financial position peaked at $547K in Q1 2022.
  • 225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on United Capital Management of KS's 13F filing for Q2 2023, filed 4 Aug 2023.