UMBF β€” UMB FINL CORP

Ownership history in XTX Topco Ltd  Β·  5 quarters on record

This page tracks every 13F SEC filing in which XTX Topco Ltd reported a position in UMB FINL CORP (UMBF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.1% (2023 Q3)
πŸ“Š Avg. % of fund
0.07%
πŸ“… First filed
2022 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
5

Position Intelligence

XTX Topco Ltd Γ— UMBF AI Analytics

πŸ“‰ XTX Topco Ltd underperformed the S&P 500 by –5.0% annually on this UMBF position. Timing score: 50% (2/4 decisions correct). Average cost basis: $65.30. Maximum drawdown during holding period: –30.9%.

πŸ“ˆ Position Alpha vs SPY
-5.0%
annualised excess return

⚠️ Trailed SPY by 5.0% ann. on this position.
4 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct

πŸ’° Entry Quality
$65.30
+79.9% vs current ($117.46)

Best entry: $54.79 (2023 Q1)  Β·  Worst: $79.28 (2022 Q3)

πŸ›‘οΈ Drawdown Resilience
–30.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    UMBF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,367 -3,652 -60.7% 0.01% $280K $117.46
2024 Q4 REDUCED 6,019 -3,741 -38.3% 0.06% $679K $110.79
2023 Q3 ADDED 9,760 +1,657 +20.4% 0.10% $606K $59.60
2023 Q1 ADDED 8,103 +4,238 +109.7% 0.10% $468K $54.79
2022 Q3 INITIATED 3,865 β€” β€” 0.08% $326K $79.28

🏒 Other funds also holding UMBF

As of 2025 Q4 β€” sorted by position size

Stieven Capital Advisors, L.P. 3Y 7Y 4.9% Global Alpha Capital Management Ltd. 3Y 7Y 4.44% Triveni Capital Investments LP 4.37% NEUMEIER POMA INVESTMENT COUNSEL LLC 3Y 7Y 3.2% Gator Capital Management, LLC 3Y 7Y 3.17% Petiole USA ltd 3Y 1.8% THIRD AVENUE MANAGEMENT LLC 3Y 7Y 1.64% Tributary Capital Management, LLC 3Y 7Y 1.47% NFJ INVESTMENT GROUP, LLC 3Y 1.44% MALTESE CAPITAL MANAGEMENT LLC 3Y 7Y 1.33%
← Back to XTX Topco Ltd Holdings