Brinker Capital Investments’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
$1.13M Buy
10,723
+433
+4% +$45.5K 0.01% 1129
2025
Q1
$1.04M Buy
10,290
+257
+3% +$26K 0.01% 1063
2024
Q4
$1.13M Sell
10,033
-623
-6% -$70.3K 0.01% 978
2024
Q3
$1.12M Buy
+10,656
New +$1.12M 0.01% 999