Ellenbecker Investment Group’s UMB Financial UMBF Stock Holding History

Ellenbecker Investment Group’s Portfolio UMBF Stock Details UMBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$222K	Buy
2025 Q1	–	Sell
2024 Q4	$212K	Buy
2022 Q1	–	Sell
2021 Q4	$208K	Buy
2021 Q2	–	Sell
2021 Q1	$203K	Buy