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Concurrent Investment Advisors’s UMB Financial UMBF Stock Holding History

Concurrent Investment Advisors’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$659K Buy
6,268
+26
+0.4% +$2.73K 0.01% 744
2025
Q1 		$631K Buy
+6,242
New +$631K 0.02% 672