Advisornet Financial’s UMB Financial UMBF Stock Holding History

Advisornet Financial’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 Q3	$159K	Hold
2025 Q2	$141K	Buy
2025 Q1	$136K	Buy
2024 Q4	$83.3K	Hold
2024 Q3	$77.6K	Buy
2024 Q1	–	Sell
2023 Q4	$418	Buy