Clearstead Advisors’s UMB Financial UMBF Stock Holding History

Clearstead Advisors’s Portfolio UMBF Stock Details UMBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$284K	Buy
2025 Q1	$235K	Buy
2024 Q2	–	Sell
2024 Q1	$3.94K	Buy
2023 Q4	$2.42K	Sell
2023 Q3	$3.6K	Buy