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WealthPLAN Partners’s UMB Financial UMBF Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-3,483
Closed -$291K – 303
2024
Q2 		$291K Sell
3,483
-2,614
-43% -$214K 0.03% 257
2024
Q1 		$530K Sell
6,097
-69,797
-92% -$5.68M 0.05% 200
2023
Q4 		$6.34M Sell
75,894
-1,887
-2% -$133K 0.65% 48
2023
Q3 		$4.83M Buy
77,781
+40,406
+108% +$2.62M 0.56% 56
2023
Q2 		$2.28M Sell
37,375
-21,837
-37% -$1.3M 0.32% 83
2023
Q1 		$3.42M Sell
59,212
-41,488
-41% -$3.37M 0.39% 67
2022
Q4 		$9.18M Buy
+100,700
New +$8.46M 0.64% 51

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $7.9B AUM 29.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's UMBF Position: Q3 2024 in Review

WealthPLAN Partners sold out of UMB Financial (UMBF) in Q3 2024, closing a stake of 3,483 shares — an estimated $291K sold.

WealthPLAN Partners first reported a position in UMBF in Q4 2022 and held it in 7 quarters. The position peaked at $9.18M in Q4 2022. 324 funds tracked by Wall St. Rank hold UMBF as of Q3 2024.

  • WealthPLAN Partners reported no remaining UMB Financial position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 3,483 UMB Financial shares in Q3 2024, an estimated $291K.
  • WealthPLAN Partners first reported a position in UMB Financial in Q4 2022 and held it in 7 quarters.
  • WealthPLAN Partners's UMB Financial position peaked at $9.18M in Q4 2022.
  • 324 funds tracked by Wall St. Rank held UMB Financial as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.