Ethic Inc’s UMB Financial UMBF Stock Holding History

Ethic Inc’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	$394K	Buy
2025 Q2	$306K	Buy
2025 Q1	$230K	Buy
2023 Q3	–	Sell
2023 Q2	$271K	Buy
2023 Q1	–	Sell
2022 Q4	$271K	Sell
2022 Q3	$294K	Sell
2022 Q2	$446K	Buy