CIBC World Markets’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 | $942K | Sell |
8,960
-6,169
| -41% | -$649K | 0.01% | 608 |
|
|
2025
Q1 | $1.53M | Buy |
15,129
+10,932
| +260% | +$1.11M | 0.01% | 563 |
|
|
2024
Q4 | $474K | Buy |
+4,197
| New | +$474K | ﹤0.01% | 740 |
|
|
2021
Q2 | – | Sell |
-4,656
| Closed | -$430K | – | 914 |
|
|
2021
Q1 | $430K | Buy |
+4,656
| New | +$430K | ﹤0.01% | 827 |
|