Wolverine Trading
UMBF icon

Wolverine Trading’s UMB Financial UMBF Stock Holding History

Wolverine Trading’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
-3,100
Closed -$311K – 5612
2025
Q1 		$311K Sell
3,100
-100
-3% -$11K ﹤0.01% 3480
2024
Q4 		$362K Buy
+3,200
New +$370K ﹤0.01% 3806
2023
Q2 		– Sell
-4,800
Closed -$281K – 4975
2023
Q1 		$281K Buy
+4,800
New +$390K ﹤0.01% 3079
2020
Q2 		– Sell
-5,200
Closed -$242K – 5259
2020
Q1 		$242K Buy
+5,200
New +$316K ﹤0.01% 3471

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

Wolverine Trading's UMBF Position: Q4 2024 in Review

Wolverine Trading sold out of UMB Financial (UMBF) in Q4 2024, closing a stake of 3,005 shares — an estimated $347K sold.

Wolverine Trading first reported a position in UMBF in Q3 2024 and held it in 1 quarter. The position peaked at $313K in Q3 2024. 353 funds tracked by Wall St. Rank hold UMBF as of Q4 2024.

  • Wolverine Trading reported no remaining UMB Financial position as of Q4 2024 after selling out during the quarter.
  • Wolverine Trading sold 3,005 UMB Financial shares in Q4 2024, an estimated $347K.
  • Wolverine Trading first reported a position in UMB Financial in Q3 2024 and held it in 1 quarter.
  • Wolverine Trading's UMB Financial position peaked at $313K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held UMB Financial as of Q4 2024.

Based on Wolverine Trading's 13F filing for Q4 2024, filed 14 Feb 2025.