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

B. Riley Wealth Advisors’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 Q2	$209K	Buy
2015 Q1	–	Sell
2014 Q4	$7	Buy
2014 Q3	–	Sell
2014 Q2	$8.24K	Buy