B. Riley Wealth Advisors’s UMB Financial UMBF Stock Holding History

B. Riley Wealth Advisors’s Portfolio UMBF Stock Details UMBF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$234K	Sell
2025 Q3	$242K	Buy
2025 Q2	$209K	Buy
2015 Q1	–	Sell
2014 Q4	$7	Buy
2014 Q3	–	Sell
2014 Q2	$8.24K	Buy