Allianz Asset Management’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 | $5.67M | Buy |
+53,938
| New | +$5.67M | 0.01% | 843 |
|
|
2025
Q1 | – | Sell |
-4,100
| Closed | -$463K | – | 1844 |
|
|
2024
Q4 | $463K | Sell |
4,100
-11,233
| -73% | -$1.27M | ﹤0.01% | 1438 |
|
|
2024
Q3 | $1.61M | Sell |
15,333
-533
| -3% | -$56K | ﹤0.01% | 1152 |
|
|
2024
Q2 | $1.32M | Buy |
15,866
+8,933
| +129% | +$745K | ﹤0.01% | 1168 |
|
|
2024
Q1 | $603K | Hold |
6,933
| – | – | ﹤0.01% | 1367 |
|
|
2023
Q4 | $579K | Hold |
6,933
| – | – | ﹤0.01% | 1365 |
|
|
2023
Q3 | $430K | Buy |
6,933
+1,933
| +39% | +$120K | ﹤0.01% | 1488 |
|
|
2023
Q2 | $305K | Buy |
+5,000
| New | +$305K | ﹤0.01% | 1385 |
|
|
2022
Q1 | – | Sell |
-45,189
| Closed | -$4.8M | – | 2113 |
|
|
2021
Q4 | $4.8M | Buy |
45,189
+41,946
| +1,293% | +$4.45M | ﹤0.01% | 1135 |
|
|
2021
Q3 | $314K | Sell |
3,243
-2,260
| -41% | -$219K | ﹤0.01% | 1906 |
|
|
2021
Q2 | $512K | Buy |
+5,503
| New | +$512K | ﹤0.01% | 1666 |
|