ALPS Advisors’s UMB Financial UMBF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$375K Buy
2025
Q1
$356K Buy
2023
Q3
Sell
2023
Q2
$251K Buy
2023
Q1
$236K Buy
2022
Q4
$299K Sell
2022
Q3
$304K Buy
2022
Q1
Sell
2021
Q4
$443K Buy
2021
Q3
$399K Buy
2021
Q2
$332K Hold
2021
Q1
$330K Sell
2020
Q4
$354K Sell
2020
Q3
$259K Buy
2018
Q3
Sell
2018
Q2
$455K Sell
2018
Q1
$453K Buy