Congress Asset Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.9M | Sell |
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|
2025
Q2 | $12.8M | Sell |
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|
2025
Q1 | $12.5M | Sell |
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|
2024
Q4 | $14.2M | Buy |
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|
2024
Q3 | $12.2M | Sell |
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|
2024
Q2 | $9.81M | Buy |
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|
2024
Q1 | $8.94M | Sell |
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|
2023
Q4 | $8.98M | Sell |
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|
2023
Q3 | $6.78M | Buy |
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|
2023
Q2 | $6.65M | Buy |
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|
2023
Q1 | $4.82M | Buy |
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|
2022
Q4 | $6.4M | Sell |
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|
2022
Q3 | $6.51M | Buy |
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|
2022
Q2 | $6.58M | Sell |
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|
2022
Q1 | $7.44M | Buy |
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|
2021
Q4 | $7.71M | Buy |
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|
2021
Q3 | $7.03M | Sell |
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|
2021
Q2 | $6.95M | Buy |
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|
2021
Q1 | $5.84M | Buy |
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|
2020
Q4 | $3.19M | Buy |
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|
2020
Q3 | $2.23M | Sell |
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|
2020
Q2 | $3.51M | Buy |
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|
2020
Q1 | $1.08M | Buy |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $1.17M | Buy |
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