Bridgeway Capital Management’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 | – | Sell |
-31,305
| Closed | -$3.16M | – | 1267 |
|
|
2025
Q1 | $3.16M | Buy |
31,305
+1,005
| +3% | +$102K | 0.08% | 354 |
|
|
2024
Q4 | $3.42M | Hold |
30,300
| – | – | 0.08% | 373 |
|
|
2024
Q3 | $3.18M | Buy |
30,300
+7,000
| +30% | +$736K | 0.07% | 393 |
|
|
2024
Q2 | $1.94M | Hold |
23,300
| – | – | 0.05% | 521 |
|
|
2024
Q1 | $2.03M | Hold |
23,300
| – | – | 0.04% | 580 |
|
|
2023
Q4 | $1.95M | Hold |
23,300
| – | – | 0.04% | 597 |
|
|
2023
Q3 | $1.45M | Hold |
23,300
| – | – | 0.04% | 621 |
|
|
2023
Q2 | $1.42M | Hold |
23,300
| – | – | 0.03% | 647 |
|
|
2023
Q1 | $1.34M | Buy |
+23,300
| New | +$1.34M | 0.04% | 652 |
|
|
2015
Q1 | – | Sell |
-39,900
| Closed | -$2.27M | – | 1524 |
|
|
2014
Q4 | $2.27M | Hold |
39,900
| – | – | 0.05% | 473 |
|
|
2014
Q3 | $2.18M | Hold |
39,900
| – | – | 0.05% | 457 |
|
|
2014
Q2 | $2.53M | Sell |
39,900
-700
| -2% | -$44.4K | 0.07% | 435 |
|
|
2014
Q1 | $2.63M | Buy |
40,600
+700
| +2% | +$45.3K | 0.08% | 390 |
|
|
2013
Q4 | $2.57M | Buy |
+39,900
| New | +$2.57M | 0.08% | 369 |
|