Walleye Capital
UMBF icon

Walleye Capital’s UMB Financial UMBF Stock Holding History

Walleye Capital’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
-17,592
Closed -$1.99M – 5164
2024
Q4 		$1.99M Buy
17,592
+15,397
+701% +$1.78M ﹤0.01% 1789
2024
Q3 		$231K Buy
+2,195
New +$214K ﹤0.01% 3893
2024
Q2 		– Sell
-6,805
Closed -$592K – 6030
2024
Q1 		$592K Sell
6,805
-118,048
-95% -$9.6M ﹤0.01% 3048
2023
Q4 		$10.4M Buy
+124,853
New +$8.78M 0.02% 646
2023
Q2 		– Sell
-40,780
Closed -$2.35M – 4898
2023
Q1 		$2.35M Buy
+40,780
New +$3.31M 0.04% 632
2022
Q3 		– Sell
-2,349
Closed -$202K – 3558
2022
Q2 		$202K Buy
+2,349
New +$213K 0.01% 1521
2022
Q1 		– Sell
-15,027
Closed -$1.59M – 2610
2021
Q4 		$1.59M Sell
15,027
-26,974
-64% -$2.78M 0.05% 389
2021
Q3 		$4.06K Buy
42,001
+34,046
+428% +$3.11M 0.12% 117
2021
Q2 		$740 Buy
+7,955
New +$756K 0.03% 574
2021
Q1 		– Sell
-19,231
Closed -$1.33K – 1355
2020
Q4 		$1.33K Buy
+19,231
New +$1.23M 0.09% 199

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

Walleye Capital's UMBF Position: Q1 2025 in Review

Walleye Capital sold out of UMB Financial (UMBF) in Q1 2025, closing a stake of 17,592 shares — an estimated $1.99M sold.

Walleye Capital first reported a position in UMBF in Q4 2020 and held it in 10 quarters. The position peaked at $10.4M in Q4 2023. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

  • Walleye Capital reported no remaining UMB Financial position as of Q1 2025 after selling out during the quarter.
  • Walleye Capital sold 17,592 UMB Financial shares in Q1 2025, an estimated $1.99M.
  • Walleye Capital first reported a position in UMB Financial in Q4 2020 and held it in 10 quarters.
  • Walleye Capital's UMB Financial position peaked at $10.4M in Q4 2023.
  • 410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on Walleye Capital's 13F filing for Q1 2025, filed 14 May 2025.