Corient Private Wealth’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
$322K Buy
3,060
+973
+47% +$102K ﹤0.01% 2036
2025
Q1
$211K Buy
+2,087
New +$211K ﹤0.01% 2037