Bank of New York Mellon’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 | $60.5M | Buy |
575,782
+29,299
| +5% | +$3.08M | 0.01% | 873 |
|
|
2025
Q1 | $55.2M | Buy |
546,483
+95,339
| +21% | +$9.64M | 0.01% | 908 |
|
|
2024
Q4 | $50.9M | Sell |
451,144
-32,822
| -7% | -$3.7M | 0.01% | 1011 |
|
|
2024
Q3 | $50.9M | Sell |
483,966
-92,234
| -16% | -$9.69M | 0.01% | 1023 |
|
|
2024
Q2 | $48.1M | Sell |
576,200
-299,442
| -34% | -$25M | 0.01% | 1070 |
|
|
2024
Q1 | $76.2M | Sell |
875,642
-81,623
| -9% | -$7.1M | 0.01% | 799 |
|
|
2023
Q4 | $80M | Buy |
957,265
+25,617
| +3% | +$2.14M | 0.02% | 769 |
|
|
2023
Q3 | $57.8M | Buy |
931,648
+47,349
| +5% | +$2.94M | 0.01% | 897 |
|
|
2023
Q2 | $53.9M | Buy |
884,299
+123,058
| +16% | +$7.49M | 0.01% | 968 |
|
|
2023
Q1 | $43.9M | Buy |
761,241
+93,857
| +14% | +$5.42M | 0.01% | 1092 |
|
|
2022
Q4 | $55.7M | Sell |
667,384
-13,228
| -2% | -$1.1M | 0.01% | 916 |
|
|
2022
Q3 | $57.4M | Sell |
680,612
-4,354
| -0.6% | -$367K | 0.01% | 876 |
|
|
2022
Q2 | $59M | Sell |
684,966
-89,283
| -12% | -$7.69M | 0.01% | 876 |
|
|
2022
Q1 | $75.2M | Sell |
774,249
-77,709
| -9% | -$7.55M | 0.01% | 828 |
|
|
2021
Q4 | $90.4M | Sell |
851,958
-34,818
| -4% | -$3.69M | 0.02% | 762 |
|
|
2021
Q3 | $85.8M | Buy |
886,776
+17,138
| +2% | +$1.66M | 0.02% | 766 |
|
|
2021
Q2 | $80.9M | Sell |
869,638
-16,639
| -2% | -$1.55M | 0.02% | 829 |
|
|
2021
Q1 | $81.8M | Buy |
886,277
+121,631
| +16% | +$11.2M | 0.02% | 809 |
|
|
2020
Q4 | $52.8M | Sell |
764,646
-153,064
| -17% | -$10.6M | 0.01% | 1018 |
|
|
2020
Q3 | $45M | Sell |
917,710
-25,544
| -3% | -$1.25M | 0.01% | 982 |
|
|
2020
Q2 | $48.6M | Buy |
943,254
+110,914
| +13% | +$5.72M | 0.01% | 896 |
|
|
2020
Q1 | $38.6M | Sell |
832,340
-173,549
| -17% | -$8.05M | 0.01% | 895 |
|
|
2019
Q4 | $69M | Buy |
1,005,889
+20,219
| +2% | +$1.39M | 0.02% | 791 |
|
|
2019
Q3 | $63.7M | Sell |
985,670
-31,437
| -3% | -$2.03M | 0.02% | 815 |
|
|
2019
Q2 | $66.9M | Buy |
1,017,107
+35,700
| +4% | +$2.35M | 0.02% | 794 |
|
|
2019
Q1 | $62.8M | Buy |
981,407
+37,905
| +4% | +$2.43M | 0.02% | 817 |
|
|
2018
Q4 | $57.5M | Sell |
943,502
-22,454
| -2% | -$1.37M | 0.02% | 794 |
|
|
2018
Q3 | $68.5M | Buy |
965,956
+35,928
| +4% | +$2.55M | 0.02% | 813 |
|
|
2018
Q2 | $70.9M | Buy |
930,028
+88,848
| +11% | +$6.77M | 0.02% | 780 |
|
|
2018
Q1 | $60.9M | Sell |
841,180
-9,192
| -1% | -$665K | 0.02% | 869 |
|
|
2017
Q4 | $61.2M | Sell |
850,372
-122,842
| -13% | -$8.83M | 0.02% | 880 |
|
|
2017
Q3 | $72.5M | Sell |
973,214
-15,580
| -2% | -$1.16M | 0.02% | 763 |
|
|
2017
Q2 | $74M | Buy |
988,794
+52,788
| +6% | +$3.95M | 0.02% | 731 |
|
|
2017
Q1 | $70.5M | Sell |
936,006
-4,675
| -0.5% | -$352K | 0.02% | 760 |
|
|
2016
Q4 | $72.5M | Sell |
940,681
-164,908
| -15% | -$12.7M | 0.02% | 724 |
|
|
2016
Q3 | $65.7M | Sell |
1,105,589
-109,701
| -9% | -$6.52M | 0.02% | 729 |
|
|
2016
Q2 | $64.7M | Sell |
1,215,290
-94,662
| -7% | -$5.04M | 0.02% | 726 |
|
|
2016
Q1 | $67.6M | Buy |
1,309,952
+240,160
| +22% | +$12.4M | 0.02% | 727 |
|
|
2015
Q4 | $49.8M | Buy |
1,069,792
+34,678
| +3% | +$1.61M | 0.02% | 847 |
|
|
2015
Q3 | $52.6M | Buy |
1,035,114
+148,853
| +17% | +$7.56M | 0.02% | 810 |
|
|
2015
Q2 | $50.5M | Buy |
886,261
+103,946
| +13% | +$5.93M | 0.01% | 892 |
|
|
2015
Q1 | $41.4M | Sell |
782,315
-849,308
| -52% | -$44.9M | 0.01% | 1014 |
|
|
2014
Q4 | $92.8M | Sell |
1,631,623
-380,513
| -19% | -$21.6M | 0.02% | 623 |
|
|
2014
Q3 | $110M | Sell |
2,012,136
-654,987
| -25% | -$35.7M | 0.03% | 537 |
|
|
2014
Q2 | $169M | Buy |
2,667,123
+215,693
| +9% | +$13.7M | 0.05% | 411 |
|
|
2014
Q1 | $159M | Buy |
2,451,430
+176,386
| +8% | +$11.4M | 0.04% | 420 |
|
|
2013
Q4 | $146M | Buy |
2,275,044
+696,605
| +44% | +$44.8M | 0.04% | 451 |
|
|
2013
Q3 | $85.8M | Buy |
1,578,439
+1,252,357
| +384% | +$68.1M | 0.03% | 615 |
|
|
2013
Q2 | $18.2M | Buy |
+326,082
| New | +$18.2M | 0.01% | 1435 |
|