CIBC Asset Management’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
2,278
| – | – | ﹤0.01% | 997 |
|
|
2025
Q1 | $230K | Buy |
+2,278
| New | +$230K | ﹤0.01% | 991 |
|
|
2016
Q4 | – | Sell |
-5,248
| Closed | -$312K | – | 989 |
|
|
2016
Q3 | $312K | Hold |
5,248
| – | – | ﹤0.01% | 770 |
|
|
2016
Q2 | $279K | Hold |
5,248
| – | – | ﹤0.01% | 781 |
|
|
2016
Q1 | $271K | Buy |
5,248
+96
| +2% | +$4.96K | ﹤0.01% | 780 |
|
|
2015
Q4 | $240K | Buy |
5,152
+237
| +5% | +$11K | ﹤0.01% | 807 |
|
|
2015
Q3 | $250K | Hold |
4,915
| – | – | ﹤0.01% | 798 |
|
|
2015
Q2 | $280K | Sell |
4,915
-31
| -0.6% | -$1.77K | ﹤0.01% | 806 |
|
|
2015
Q1 | $262K | Buy |
4,946
+50
| +1% | +$2.65K | ﹤0.01% | 819 |
|
|
2014
Q4 | $279K | Buy |
+4,896
| New | +$279K | ﹤0.01% | 790 |
|
|
2014
Q2 | – | Sell |
-3,267
| Closed | -$211K | – | 931 |
|
|
2014
Q1 | $211K | Buy |
+3,267
| New | +$211K | ﹤0.01% | 926 |
|