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UMBF icon

Versor Investments’s UMB Financial UMBF Stock Holding History

Versor Investments’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
Q2 		– Sell
-6,900
Closed -$600K – 940
2024
Q1 		$600K Buy
+6,900
New +$561K 0.12% 278
2023
Q2 		– Sell
-6,600
Closed -$381K – 846
2023
Q1 		$381K Sell
6,600
-800
-11% -$65K 0.05% 419
2022
Q4 		$618K Buy
+7,400
New +$622K 0.05% 281

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
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

Versor Investments's UMBF Position: Q2 2024 in Review

Versor Investments sold out of UMB Financial (UMBF) in Q2 2024, closing a stake of 6,900 shares — an estimated $600K sold.

Versor Investments first reported a position in UMBF in Q4 2022 and held it in 3 quarters. The position peaked at $618K in Q4 2022. 292 funds tracked by Wall St. Rank hold UMBF as of Q2 2024.

  • Versor Investments reported no remaining UMB Financial position as of Q2 2024 after selling out during the quarter.
  • Versor Investments sold 6,900 UMB Financial shares in Q2 2024, an estimated $600K.
  • Versor Investments first reported a position in UMB Financial in Q4 2022 and held it in 3 quarters.
  • Versor Investments's UMB Financial position peaked at $618K in Q4 2022.
  • 292 funds tracked by Wall St. Rank held UMB Financial as of Q2 2024.

Based on Versor Investments's 13F filing for Q2 2024, filed 1 Aug 2024.