Cookson Peirce & Co’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
Sell
-7,367
Closed -$745K 321
2025
Q1
$745K Buy
7,367
+1,124
+18% +$114K 0.04% 179
2024
Q4
$705K Buy
6,243
+2,282
+58% +$258K 0.03% 171
2024
Q3
$416K Buy
+3,961
New +$416K 0.02% 203