BlackRock’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 | $955M | Buy |
9,083,778
+252,580
| +3% | +$26.6M | 0.02% | 661 |
|
2025
Q1 | $893M | Buy |
8,831,198
+2,779,991
| +46% | +$281M | 0.02% | 668 |
|
2024
Q4 | $683M | Buy |
6,051,207
+126,719
| +2% | +$14.3M | 0.01% | 860 |
|
2024
Q3 | $623M | Sell |
5,924,488
-48,822
| -0.8% | -$5.13M | 0.01% | 912 |
|
2024
Q2 | $498M | Buy |
5,973,310
+94,062
| +2% | +$7.85M | 0.01% | 1002 |
|
2024
Q1 | $511M | Sell |
5,879,248
-96,700
| -2% | -$8.41M | 0.01% | 1012 |
|
2023
Q4 | $499M | Buy |
5,975,948
+263,944
| +5% | +$22.1M | 0.01% | 1005 |
|
2023
Q3 | $354M | Sell |
5,712,004
-69,267
| -1% | -$4.3M | 0.01% | 1145 |
|
2023
Q2 | $352M | Buy |
5,781,271
+149,596
| +3% | +$9.11M | 0.01% | 1165 |
|
2023
Q1 | $325M | Buy |
5,631,675
+42,750
| +0.8% | +$2.47M | 0.01% | 1202 |
|
2022
Q4 | $467M | Buy |
5,588,925
+272,440
| +5% | +$22.8M | 0.01% | 923 |
|
2022
Q3 | $448M | Sell |
5,316,485
-33,508
| -0.6% | -$2.82M | 0.02% | 873 |
|
2022
Q2 | $461M | Buy |
5,349,993
+185,756
| +4% | +$16M | 0.01% | 901 |
|
2022
Q1 | $502M | Buy |
5,164,237
+16,698
| +0.3% | +$1.62M | 0.01% | 965 |
|
2021
Q4 | $546M | Buy |
5,147,539
+106,975
| +2% | +$11.4M | 0.01% | 956 |
|
2021
Q3 | $487M | Sell |
5,040,564
-97,453
| -2% | -$9.42M | 0.01% | 998 |
|
2021
Q2 | $478M | Sell |
5,138,017
-172,047
| -3% | -$16M | 0.01% | 1044 |
|
2021
Q1 | $490M | Buy |
5,310,064
+258,315
| +5% | +$23.9M | 0.01% | 1015 |
|
2020
Q4 | $349M | Buy |
5,051,749
+220,459
| +5% | +$15.2M | 0.01% | 1173 |
|
2020
Q3 | $237M | Sell |
4,831,290
-138,910
| -3% | -$6.81M | 0.01% | 1249 |
|
2020
Q2 | $256M | Sell |
4,970,200
-193,487
| -4% | -$9.97M | 0.01% | 1171 |
|
2020
Q1 | $239M | Sell |
5,163,687
-94,082
| -2% | -$4.36M | 0.01% | 1024 |
|
2019
Q4 | $361M | Buy |
5,257,769
+15,479
| +0.3% | +$1.06M | 0.01% | 1052 |
|
2019
Q3 | $339M | Buy |
5,242,290
+9,763
| +0.2% | +$630K | 0.01% | 1027 |
|
2019
Q2 | $344M | Sell |
5,232,527
-59,995
| -1% | -$3.95M | 0.01% | 1026 |
|
2019
Q1 | $339M | Sell |
5,292,522
-72,192
| -1% | -$4.62M | 0.02% | 1020 |
|
2018
Q4 | $327M | Buy |
5,364,714
+164,038
| +3% | +$10M | 0.02% | 931 |
|
2018
Q3 | $369M | Buy |
5,200,676
+151,345
| +3% | +$10.7M | 0.02% | 998 |
|
2018
Q2 | $385M | Buy |
5,049,331
+220,396
| +5% | +$16.8M | 0.02% | 933 |
|
2018
Q1 | $350M | Buy |
4,828,935
+111,197
| +2% | +$8.05M | 0.02% | 947 |
|
2017
Q4 | $339M | Sell |
4,717,738
-22,495
| -0.5% | -$1.62M | 0.02% | 975 |
|
2017
Q3 | $353M | Buy |
4,740,233
+75,661
| +2% | +$5.64M | 0.02% | 891 |
|
2017
Q2 | $349M | Sell |
4,664,572
-18,772
| -0.4% | -$1.41M | 0.02% | 855 |
|
2017
Q1 | $353M | Buy |
4,683,344
+4,656,532
| +17,367% | +$351M | 0.02% | 850 |
|
2016
Q4 | $2.07M | Buy |
26,812
+585
| +2% | +$45.1K | ﹤0.01% | 1200 |
|
2016
Q3 | $1.56M | Buy |
26,227
+1,444
| +6% | +$85.8K | ﹤0.01% | 1281 |
|
2016
Q2 | $1.32M | Buy |
24,783
+22,188
| +855% | +$1.18M | ﹤0.01% | 1302 |
|
2016
Q1 | $134K | Buy |
2,595
+973
| +60% | +$50.2K | ﹤0.01% | 1808 |
|
2015
Q4 | $75K | Buy |
1,622
+739
| +84% | +$34.2K | ﹤0.01% | 1838 |
|
2015
Q3 | $45K | Sell |
883
-101
| -10% | -$5.15K | ﹤0.01% | 1927 |
|
2015
Q2 | $56K | Sell |
984
-37
| -4% | -$2.11K | ﹤0.01% | 1893 |
|
2015
Q1 | $54K | Hold |
1,021
| – | – | ﹤0.01% | 1881 |
|
2014
Q4 | $58K | Hold |
1,021
| – | – | ﹤0.01% | 1856 |
|
2014
Q3 | $56K | Hold |
1,021
| – | – | ﹤0.01% | 1834 |
|
2014
Q2 | $65K | Sell |
1,021
-5
| -0.5% | -$318 | ﹤0.01% | 1779 |
|
2014
Q1 | $67K | Hold |
1,026
| – | – | ﹤0.01% | 1787 |
|
2013
Q4 | $66K | Hold |
1,026
| – | – | ﹤0.01% | 1808 |
|
2013
Q3 | $56K | Buy |
1,026
+27
| +3% | +$1.47K | ﹤0.01% | 1794 |
|
2013
Q2 | $56K | Buy |
+999
| New | +$56K | ﹤0.01% | 1806 |
|