EP Wealth Advisors’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	$589K	Buy	5,598 +1,199	+27%	+$126K	﹤0.01%	727
2025 Q1	$445K	Buy	4,399 +2,038	+86%	+$206K	﹤0.01%	747
2024 Q4	$266K	Buy	2,361 +130	+6%	+$14.7K	﹤0.01%	926
2024 Q3	$235K	Buy	+2,231	New	+$235K	﹤0.01%	967