Cerity Partners’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 | $2.32M | Buy |
22,027
+3,099
| +16% | +$326K | ﹤0.01% | 1147 |
|
|
2025
Q1 | $1.91M | Sell |
18,928
-1,575
| -8% | -$159K | ﹤0.01% | 1143 |
|
|
2024
Q4 | $2.2M | Sell |
20,503
-766
| -4% | -$82.1K | ﹤0.01% | 1065 |
|
|
2024
Q3 | $2.24M | Buy |
21,269
+18,817
| +767% | +$1.98M | ﹤0.01% | 1044 |
|
|
2024
Q2 | $205K | Sell |
2,452
-516
| -17% | -$43K | ﹤0.01% | 2021 |
|
|
2024
Q1 | $258K | Buy |
+2,968
| New | +$258K | ﹤0.01% | 1953 |
|