UFF
UMBF icon

USA Financial Formulas’s UMB Financial UMBF Stock Holding History

USA Financial Formulas’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
2025
Q1 		– Sell
-483
Closed -$54.5K – 368
2024
Q4 		$54.5K Buy
483
+268
+125% +$31K 0.01% 234
2024
Q3 		$22.6K Buy
+215
New +$21K ﹤0.01% 246
2022
Q1 		– Sell
-845
Closed -$90K – 484
2021
Q4 		$90K Buy
+845
New +$87.2K 0.08% 128
2017
Q1 		– Sell
-3,991
Closed -$308K – 342
2016
Q4 		$308K Buy
+3,991
New +$277K 0.08% 188

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USA Financial Formulas's UMBF Position: Q1 2025 in Review

USA Financial Formulas sold out of UMB Financial (UMBF) in Q1 2025, closing a stake of 483 shares — an estimated $54.5K sold.

USA Financial Formulas first reported a position in UMBF in Q4 2016 and held it in 4 quarters. The position peaked at $308K in Q4 2016. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

  • USA Financial Formulas reported no remaining UMB Financial position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 483 UMB Financial shares in Q1 2025, an estimated $54.5K.
  • USA Financial Formulas first reported a position in UMB Financial in Q4 2016 and held it in 4 quarters.
  • USA Financial Formulas's UMB Financial position peaked at $308K in Q4 2016.
  • 410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.