CWMK
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Caliber Wealth Management (Kansas)’s UMB Financial UMBF Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$814K Buy
7,742
+24
+0.3% +$2.52K 0.09% 146
2025
Q1 		$780K Buy
+7,718
New +$780K 0.11% 139