Evergreen Capital Management’s UMB Financial UMBF Stock Holding History

Evergreen Capital Management’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	$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