Brown Advisory’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.99M | Sell |
53,073
-2,679
| -5% | -$322K | 0.01% | 496 |
|
|
2025
Q4 | $6.41M | Buy |
55,752
+605
| +1% | +$68.5K | 0.01% | 496 |
|
|
2025
Q3 | $6.53M | Sell |
55,147
-1,055
| -2% | -$122K | 0.01% | 485 |
|
|
2025
Q2 | $5.91M | Sell |
56,202
-561
| -1% | -$55.9K | 0.01% | 489 |
|
|
2025
Q1 | $5.74M | Sell |
56,763
-4,079
| -7% | -$450K | 0.01% | 487 |
|
|
2024
Q4 | $6.87M | Sell |
60,842
-13,122
| -18% | -$1.52M | 0.01% | 480 |
|
|
2024
Q3 | $7.77M | Sell |
73,964
-1,505
| -2% | -$147K | 0.01% | 455 |
|
|
2024
Q2 | $6.3M | Sell |
75,469
-336,234
| -82% | -$27.6M | 0.01% | 465 |
|
|
2024
Q1 | $35.8M | Buy |
411,703
+7,367
| +2% | +$599K | 0.05% | 265 |
|
|
2023
Q4 | $33.8M | Sell |
404,336
-22,129
| -5% | -$1.56M | 0.05% | 257 |
|
|
2023
Q3 | $26.5M | Sell |
426,465
-51,245
| -11% | -$3.33M | 0.04% | 272 |
|
|
2023
Q2 | $29.1M | Buy |
477,710
+51,827
| +12% | +$3.09M | 0.05% | 270 |
|
|
2023
Q1 | $24.6M | Sell |
425,883
-268,849
| -39% | -$21.9M | 0.04% | 288 |
|
|
2022
Q4 | $58M | Buy |
694,732
+165,629
| +31% | +$13.9M | 0.11% | 165 |
|
|
2022
Q3 | $44.6M | Sell |
529,103
-4,519
| -0.8% | -$409K | 0.09% | 190 |
|
|
2022
Q2 | $45.9M | Sell |
533,622
-9,643
| -2% | -$874K | 0.09% | 185 |
|
|
2022
Q1 | $52.8M | Buy |
543,265
+73,925
| +16% | +$7.55M | 0.08% | 199 |
|
|
2021
Q4 | $49.8M | Sell |
469,340
-248,394
| -35% | -$25.6M | 0.06% | 219 |
|
|
2021
Q3 | $69.4M | Sell |
717,734
-114,597
| -14% | -$10.5M | 0.1% | 158 |
|
|
2021
Q2 | $77.5M | Sell |
832,331
-10,264
| -1% | -$975K | 0.12% | 154 |
|
|
2021
Q1 | $77.8M | Buy |
842,595
+66,456
| +9% | +$5.49M | 0.13% | 134 |
|
|
2020
Q4 | $53.5M | Buy |
776,139
+31,258
| +4% | +$2M | 0.1% | 158 |
|
|
2020
Q3 | $36.5M | Buy |
744,881
+63,780
| +9% | +$3.22M | 0.08% | 170 |
|
|
2020
Q2 | $35.1M | Sell |
681,101
-9,703
| -1% | -$476K | 0.08% | 167 |
|
|
2020
Q1 | $32M | Buy |
690,804
+194,447
| +39% | +$11.8M | 0.1% | 155 |
|
|
2019
Q4 | $34.1M | Buy |
496,357
+53,902
| +12% | +$3.58M | 0.09% | 183 |
|
|
2019
Q3 | $28.6M | Buy |
442,455
+364,670
| +469% | +$23.6M | 0.08% | 193 |
|
|
2019
Q2 | $5.12M | Sell |
77,785
-2,220
| -3% | -$146K | 0.01% | 403 |
|
|
2019
Q1 | $5.12M | Hold |
80,005
| – | – | 0.01% | 451 |
|
|
2018
Q4 | $4.88M | Sell |
80,005
-327
| -0.4% | -$21.2K | 0.02% | 424 |
|
|
2018
Q3 | $5.7M | Buy |
80,332
+27
| +0% | +$2.03K | 0.02% | 422 |
|
|
2018
Q2 | $6.12M | Sell |
80,305
-1,175
| -1% | -$90.3K | 0.02% | 402 |
|
|
2018
Q1 | $5.9M | Sell |
81,480
-850
| -1% | -$63.7K | 0.02% | 375 |
|
|
2017
Q4 | $5.92M | Hold |
82,330
| – | – | 0.02% | 381 |
|
|
2017
Q3 | $6.13M | Sell |
82,330
-1,150
| -1% | -$80.5K | 0.02% | 365 |
|
|
2017
Q2 | $6.25M | Buy |
+83,480
| New | +$6.11M | 0.02% | 374 |
|
Other funds holding UMBF
UB
VPM
VCM
