Wipfli Financial Advisors’s UMB Financial UMBF Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$7K	Buy	+86	New	+$7.78K	﹤0.01%	1984

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Wipfli Financial Advisors's UMBF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in UMB Financial (UMBF) in Q3 2022: 86 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1984 among its holdings.

272 funds tracked by Wall St. Rank hold UMBF as of Q3 2022.

Wipfli Financial Advisors held 86 shares of UMB Financial worth $7K as of Q3 2022.
UMB Financial was a new Wipfli Financial Advisors position in Q3 2022.
UMB Financial made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1984 holding.
272 funds tracked by Wall St. Rank held UMB Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.