Ceredex Value Advisors’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Buy |
152,000
+21,550
| +17% | +$2.27M | 0.34% | 103 |
|
|
2025
Q1 | $13.2M | Buy |
130,450
+1,700
| +1% | +$172K | 0.29% | 109 |
|
|
2024
Q4 | $14.5M | Sell |
128,750
-11,450
| -8% | -$1.29M | 0.29% | 109 |
|
|
2024
Q3 | $14.8M | Sell |
140,200
-700
| -0.5% | -$73.9K | 0.29% | 96 |
|
|
2024
Q2 | $11.8M | Buy |
140,900
+51,100
| +57% | +$4.28M | 0.22% | 118 |
|
|
2024
Q1 | $7.85M | Buy |
+89,800
| New | +$7.85M | 0.14% | 149 |
|