Campbell & Co Investment Adviser’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 | $2.24M | Buy |
21,315
+11,996
| +129% | +$1.26M | 0.14% | 218 |
|
|
2025
Q1 | $942K | Buy |
9,319
+6,271
| +206% | +$634K | 0.07% | 451 |
|
|
2024
Q4 | $344K | Buy |
+3,048
| New | +$344K | 0.03% | 802 |
|
|
2024
Q3 | – | Sell |
-2,465
| Closed | -$206K | – | 1349 |
|
|
2024
Q2 | $206K | Sell |
2,465
-1,908
| -44% | -$159K | 0.02% | 958 |
|
|
2024
Q1 | $380K | Sell |
4,373
-1,407
| -24% | -$122K | 0.03% | 823 |
|
|
2023
Q4 | $483K | Sell |
5,780
-13,763
| -70% | -$1.15M | 0.04% | 733 |
|
|
2023
Q3 | $1.21M | Buy |
+19,543
| New | +$1.21M | 0.15% | 208 |
|
|
2022
Q4 | – | Sell |
-7,032
| Closed | -$593K | – | 1006 |
|
|
2022
Q3 | $593K | Buy |
+7,032
| New | +$593K | 0.13% | 265 |
|
|
2021
Q1 | – | Sell |
-5,886
| Closed | -$406K | – | 614 |
|
|
2020
Q4 | $406K | Buy |
+5,886
| New | +$406K | 0.25% | 142 |
|
|
2020
Q1 | – | Sell |
-4,765
| Closed | -$327K | – | 502 |
|
|
2019
Q4 | $327K | Buy |
+4,765
| New | +$327K | 0.1% | 384 |
|