AllianceBernstein’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $157M | Buy |
1,488,618
+1,286,543
| +637% | +$135M | 0.05% | 253 |
|
2025
Q1 | $20.4M | Buy |
202,075
+109,434
| +118% | +$11.1M | 0.01% | 872 |
|
2024
Q4 | $10.5M | Sell |
92,641
-602
| -0.6% | -$67.9K | ﹤0.01% | 1170 |
|
2024
Q3 | $9.8M | Sell |
93,243
-1,098
| -1% | -$115K | ﹤0.01% | 1200 |
|
2024
Q2 | $7.87M | Sell |
94,341
-1,054
| -1% | -$87.9K | ﹤0.01% | 1286 |
|
2024
Q1 | $8.3M | Sell |
95,395
-2,890
| -3% | -$251K | ﹤0.01% | 1247 |
|
2023
Q4 | $8.21M | Sell |
98,285
-3,139
| -3% | -$262K | ﹤0.01% | 1261 |
|
2023
Q3 | $6.29M | Sell |
101,424
-2,347
| -2% | -$146K | ﹤0.01% | 1317 |
|
2023
Q2 | $6.32M | Sell |
103,771
-288
| -0.3% | -$17.5K | ﹤0.01% | 1344 |
|
2023
Q1 | $6.01M | Sell |
104,059
-778
| -0.7% | -$44.9K | ﹤0.01% | 1326 |
|
2022
Q4 | $8.76M | Buy |
104,837
+3,626
| +4% | +$303K | ﹤0.01% | 1164 |
|
2022
Q3 | $8.53M | Sell |
101,211
-278
| -0.3% | -$23.4K | ﹤0.01% | 1158 |
|
2022
Q2 | $8.74M | Sell |
101,489
-3,313
| -3% | -$285K | ﹤0.01% | 1172 |
|
2022
Q1 | $10.2M | Buy |
104,802
+850
| +0.8% | +$82.6K | ﹤0.01% | 1221 |
|
2021
Q4 | $11M | Sell |
103,952
-1,701
| -2% | -$180K | ﹤0.01% | 1192 |
|
2021
Q3 | $10.2M | Sell |
105,653
-1,933
| -2% | -$187K | ﹤0.01% | 1217 |
|
2021
Q2 | $10M | Sell |
107,586
-660
| -0.6% | -$61.4K | ﹤0.01% | 1229 |
|
2021
Q1 | $9.99M | Sell |
108,246
-4,363
| -4% | -$403K | ﹤0.01% | 1198 |
|
2020
Q4 | $7.77M | Buy |
112,609
+2,188
| +2% | +$151K | ﹤0.01% | 1246 |
|
2020
Q3 | $5.41M | Sell |
110,421
-3,162
| -3% | -$155K | ﹤0.01% | 1300 |
|
2020
Q2 | $5.86M | Sell |
113,583
-2,275
| -2% | -$117K | ﹤0.01% | 1235 |
|
2020
Q1 | $5.37M | Sell |
115,858
-400
| -0.3% | -$18.6K | ﹤0.01% | 1139 |
|
2019
Q4 | $7.98M | Buy |
116,258
+210
| +0.2% | +$14.4K | ﹤0.01% | 1171 |
|
2019
Q3 | $7.49M | Sell |
116,048
-1,640
| -1% | -$106K | ﹤0.01% | 1157 |
|
2019
Q2 | $7.75M | Sell |
117,688
-410
| -0.3% | -$27K | ﹤0.01% | 1167 |
|
2019
Q1 | $7.56M | Sell |
118,098
-790
| -0.7% | -$50.6K | ﹤0.01% | 1176 |
|
2018
Q4 | $7.25M | Buy |
118,888
+50,427
| +74% | +$3.07M | 0.01% | 1125 |
|
2018
Q3 | $4.85M | Buy |
68,461
+20
| +0% | +$1.42K | ﹤0.01% | 1296 |
|
2018
Q2 | $5.22M | Sell |
68,441
-435
| -0.6% | -$33.2K | ﹤0.01% | 1208 |
|
2018
Q1 | $4.99M | Buy |
68,876
+450
| +0.7% | +$32.6K | ﹤0.01% | 1215 |
|
2017
Q4 | $4.92M | Sell |
68,426
-30
| -0% | -$2.16K | ﹤0.01% | 1230 |
|
2017
Q3 | $5.1M | Sell |
68,456
-70
| -0.1% | -$5.21K | ﹤0.01% | 1188 |
|
2017
Q2 | $5.13M | Buy |
68,526
+40
| +0.1% | +$2.99K | ﹤0.01% | 1185 |
|
2017
Q1 | $5.16M | Sell |
68,486
-10
| -0% | -$753 | ﹤0.01% | 1164 |
|
2016
Q4 | $5.28M | Buy |
68,496
+1,035
| +2% | +$79.8K | ﹤0.01% | 1145 |
|
2016
Q3 | $4.01M | Buy |
67,461
+10
| +0% | +$595 | ﹤0.01% | 1248 |
|
2016
Q2 | $3.59M | Buy |
67,451
+1,900
| +3% | +$101K | ﹤0.01% | 1238 |
|
2016
Q1 | $3.38M | Hold |
65,551
| – | – | ﹤0.01% | 1231 |
|
2015
Q4 | $3.05M | Sell |
65,551
-34
| -0.1% | -$1.58K | ﹤0.01% | 1312 |
|
2015
Q3 | $3.33M | Sell |
65,585
-56
| -0.1% | -$2.85K | ﹤0.01% | 1264 |
|
2015
Q2 | $3.74M | Hold |
65,641
| – | – | ﹤0.01% | 1277 |
|
2015
Q1 | $3.47M | Hold |
65,641
| – | – | ﹤0.01% | 1333 |
|
2014
Q4 | $3.73M | Sell |
65,641
-1,700
| -3% | -$96.7K | ﹤0.01% | 1290 |
|
2014
Q3 | $3.67M | Hold |
67,341
| – | – | ﹤0.01% | 1252 |
|
2014
Q2 | $4.27M | Sell |
67,341
-892
| -1% | -$56.5K | ﹤0.01% | 1207 |
|
2014
Q1 | $4.42M | Sell |
68,233
-486
| -0.7% | -$31.4K | ﹤0.01% | 1195 |
|
2013
Q4 | $4.42M | Buy |
68,719
+455
| +0.7% | +$29.2K | ﹤0.01% | 1175 |
|
2013
Q3 | $3.71M | Sell |
68,264
-4,777
| -7% | -$260K | ﹤0.01% | 1249 |
|
2013
Q2 | $4.07M | Buy |
+73,041
| New | +$4.07M | ﹤0.01% | 1108 |
|