Evergreen Capital Management’s UMB Financial UMBF Stock Holding History

Evergreen Capital Management’s Portfolio UMBF Stock Details UMBF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$575K	Buy
2025 Q4	$464K	Sell
2025 Q3	$549K	Buy
2025 Q2	$425K	Sell
2025 Q1	$456K	Buy
2018 Q4	–	Sell
2018 Q3	$213K	Hold
2018 Q2	$229K	Hold
2018 Q1	$218K	Buy