Congress Asset Management’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 | $12.8M | Sell |
121,366
-2,748
| -2% | -$289K | 0.09% | 176 |
|
|
2025
Q1 | $12.5M | Sell |
124,114
-1,490
| -1% | -$151K | 0.09% | 174 |
|
|
2024
Q4 | $14.2M | Buy |
125,604
+9,349
| +8% | +$1.06M | 0.1% | 169 |
|
|
2024
Q3 | $12.2M | Sell |
116,255
-1,299
| -1% | -$137K | 0.08% | 178 |
|
|
2024
Q2 | $9.81M | Buy |
117,554
+14,789
| +14% | +$1.23M | 0.07% | 184 |
|
|
2024
Q1 | $8.94M | Sell |
102,765
-4,676
| -4% | -$407K | 0.06% | 189 |
|
|
2023
Q4 | $8.98M | Sell |
107,441
-1,835
| -2% | -$153K | 0.07% | 181 |
|
|
2023
Q3 | $6.78M | Buy |
109,276
+149
| +0.1% | +$9.25K | 0.06% | 190 |
|
|
2023
Q2 | $6.65M | Buy |
109,127
+25,612
| +31% | +$1.56M | 0.06% | 196 |
|
|
2023
Q1 | $4.82M | Buy |
83,515
+6,863
| +9% | +$396K | 0.04% | 218 |
|
|
2022
Q4 | $6.4M | Sell |
76,652
-626
| -0.8% | -$52.3K | 0.06% | 191 |
|
|
2022
Q3 | $6.51M | Buy |
77,278
+869
| +1% | +$73.3K | 0.07% | 184 |
|
|
2022
Q2 | $6.58M | Sell |
76,409
-120
| -0.2% | -$10.3K | 0.06% | 190 |
|
|
2022
Q1 | $7.44M | Buy |
76,529
+3,842
| +5% | +$373K | 0.06% | 193 |
|
|
2021
Q4 | $7.71M | Buy |
72,687
+23
| +0% | +$2.44K | 0.06% | 188 |
|
|
2021
Q3 | $7.03M | Sell |
72,664
-2,022
| -3% | -$196K | 0.05% | 197 |
|
|
2021
Q2 | $6.95M | Buy |
74,686
+11,428
| +18% | +$1.06M | 0.06% | 188 |
|
|
2021
Q1 | $5.84M | Buy |
63,258
+16,972
| +37% | +$1.57M | 0.05% | 201 |
|
|
2020
Q4 | $3.19M | Buy |
46,286
+840
| +2% | +$57.9K | 0.03% | 221 |
|
|
2020
Q3 | $2.23M | Sell |
45,446
-22,615
| -33% | -$1.11M | 0.02% | 224 |
|
|
2020
Q2 | $3.51M | Buy |
68,061
+44,665
| +191% | +$2.3M | 0.04% | 187 |
|
|
2020
Q1 | $1.09M | Buy |
23,396
+8,691
| +59% | +$403K | 0.02% | 247 |
|
|
2019
Q4 | $1.01M | Sell |
14,705
-3,425
| -19% | -$235K | 0.01% | 279 |
|
|
2019
Q3 | $1.17M | Buy |
+18,130
| New | +$1.17M | 0.02% | 278 |
|