Voloridge Investment Management
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Voloridge Investment Management’s UMB Financial UMBF Stock Holding History

Voloridge Investment Management’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
Q2 		– Sell
-97,196
Closed -$9.83M – 1390
2025
Q1 		$9.83M Sell
97,196
-51,436
-35% -$5.67M 0.04% 572
2024
Q4 		$16.8M Sell
148,632
-37,679
-20% -$4.36M 0.06% 405
2024
Q3 		$19.6M Sell
186,311
-108,742
-37% -$10.6M 0.07% 377
2024
Q2 		$24.6M Buy
295,053
+227,233
+335% +$18.6M 0.09% 303
2024
Q1 		$5.9M Buy
67,820
+10,305
+18% +$838K 0.02% 620
2023
Q4 		$4.81M Sell
57,515
-60,027
-51% -$4.22M 0.02% 629
2023
Q3 		$7.29M Buy
+117,542
New +$7.63M 0.04% 540
2023
Q1 		– Sell
-21,127
Closed -$1.76M – 1631
2022
Q4 		$1.76M Buy
21,127
+14,939
+241% +$1.26M 0.01% 996
2022
Q3 		$522K Sell
6,188
-37,912
-86% -$3.43M ﹤0.01% 1256
2022
Q2 		$3.8M Buy
+44,100
New +$4M 0.02% 779
2021
Q1 		– Sell
-11,659
Closed -$804K – 1677
2020
Q4 		$804K Buy
+11,659
New +$748K 0.01% 1027
2020
Q3 		– Sell
-29,524
Closed -$1.52M – 1518
2020
Q2 		$1.52M Buy
+29,524
New +$1.45M 0.02% 704
2017
Q1 		– Sell
-19,283
Closed -$1.49M – 699
2016
Q4 		$1.49M Buy
+19,283
New +$1.34M 0.03% 450

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Voloridge Investment Management's UMBF Position: Q2 2025 in Review

Voloridge Investment Management sold out of UMB Financial (UMBF) in Q2 2025, closing a stake of 97,196 shares — an estimated $9.83M sold.

Voloridge Investment Management first reported a position in UMBF in Q4 2016 and held it in 13 quarters. The position peaked at $24.6M in Q2 2024. 408 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

  • Voloridge Investment Management reported no remaining UMB Financial position as of Q2 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 97,196 UMB Financial shares in Q2 2025, an estimated $9.83M.
  • Voloridge Investment Management first reported a position in UMB Financial in Q4 2016 and held it in 13 quarters.
  • Voloridge Investment Management's UMB Financial position peaked at $24.6M in Q2 2024.
  • 408 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on Voloridge Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.