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Weiss Asset Management’s UMB Financial UMBF Stock Holding History

Weiss Asset 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
Q1 		– Sell
-85,282
Closed -$9.62M – 673
2024
Q4 		$9.62M Buy
+85,282
New +$9.86M 0.18% 121

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

Weiss Asset Management's UMBF Position: Q1 2025 in Review

Weiss Asset Management sold out of UMB Financial (UMBF) in Q1 2025, closing a stake of 85,282 shares — an estimated $9.62M sold.

Weiss Asset Management first reported a position in UMBF in Q4 2024 and held it in 1 quarter. The position peaked at $9.62M in Q4 2024. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

  • Weiss Asset Management reported no remaining UMB Financial position as of Q1 2025 after selling out during the quarter.
  • Weiss Asset Management sold 85,282 UMB Financial shares in Q1 2025, an estimated $9.62M.
  • Weiss Asset Management first reported a position in UMB Financial in Q4 2024 and held it in 1 quarter.
  • Weiss Asset Management's UMB Financial position peaked at $9.62M in Q4 2024.
  • 410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on Weiss Asset Management's 13F filing for Q1 2025, filed 15 May 2025.