Federated Hermes’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 | $15.7M | Sell |
149,526
-2,674
| -2% | -$281K | 0.03% | 479 |
|
|
2025
Q1 | $15.4M | Buy |
152,200
+33,673
| +28% | +$3.4M | 0.03% | 460 |
|
|
2024
Q4 | $13.4M | Buy |
118,527
+61,468
| +108% | +$6.94M | 0.03% | 498 |
|
|
2024
Q3 | $6M | Buy |
57,059
+15,848
| +38% | +$1.67M | 0.01% | 682 |
|
|
2024
Q2 | $3.44M | Buy |
41,211
+34,560
| +520% | +$2.88M | 0.01% | 797 |
|
|
2024
Q1 | $579K | Sell |
6,651
-246
| -4% | -$21.4K | ﹤0.01% | 1295 |
|
|
2023
Q4 | $576K | Sell |
6,897
-1,287
| -16% | -$108K | ﹤0.01% | 1304 |
|
|
2023
Q3 | $508K | Buy |
8,184
+1,921
| +31% | +$119K | ﹤0.01% | 1326 |
|
|
2023
Q2 | $381K | Sell |
6,263
-2,929
| -32% | -$178K | ﹤0.01% | 1447 |
|
|
2023
Q1 | $531K | Buy |
9,192
+550
| +6% | +$31.7K | ﹤0.01% | 1381 |
|
|
2022
Q4 | $722K | Buy |
8,642
+1,637
| +23% | +$137K | ﹤0.01% | 1235 |
|
|
2022
Q3 | $590K | Sell |
7,005
-441
| -6% | -$37.1K | ﹤0.01% | 1291 |
|
|
2022
Q2 | $642K | Sell |
7,446
-57
| -0.8% | -$4.92K | ﹤0.01% | 1302 |
|
|
2022
Q1 | $729K | Buy |
7,503
+1,057
| +16% | +$103K | ﹤0.01% | 1348 |
|
|
2021
Q4 | $684K | Sell |
6,446
-868
| -12% | -$92.1K | ﹤0.01% | 1394 |
|
|
2021
Q3 | $707K | Sell |
7,314
-2,373
| -24% | -$229K | ﹤0.01% | 1401 |
|
|
2021
Q2 | $902K | Sell |
9,687
-6,339
| -40% | -$590K | ﹤0.01% | 1350 |
|
|
2021
Q1 | $1.48M | Sell |
16,026
-25,253
| -61% | -$2.33M | ﹤0.01% | 1223 |
|
|
2020
Q4 | $2.85M | Buy |
41,279
+3,788
| +10% | +$261K | 0.01% | 956 |
|
|
2020
Q3 | $1.84M | Sell |
37,491
-6,454
| -15% | -$316K | ﹤0.01% | 1026 |
|
|
2020
Q2 | $2.27M | Sell |
43,945
-77,760
| -64% | -$4.01M | 0.01% | 952 |
|
|
2020
Q1 | $5.65M | Buy |
121,705
+10,595
| +10% | +$491K | 0.02% | 599 |
|
|
2019
Q4 | $7.63M | Buy |
111,110
+19,264
| +21% | +$1.32M | 0.02% | 659 |
|
|
2019
Q3 | $5.93M | Buy |
91,846
+60,395
| +192% | +$3.9M | 0.01% | 724 |
|
|
2019
Q2 | $2.07M | Buy |
31,451
+11,355
| +57% | +$747K | 0.01% | 1042 |
|
|
2019
Q1 | $1.29M | Sell |
20,096
-112,097
| -85% | -$7.18M | ﹤0.01% | 1217 |
|
|
2018
Q4 | $8.06M | Sell |
132,193
-125,561
| -49% | -$7.66M | 0.02% | 572 |
|
|
2018
Q3 | $18.3M | Sell |
257,754
-14,087
| -5% | -$999K | 0.04% | 379 |
|
|
2018
Q2 | $20.7M | Buy |
271,841
+189,707
| +231% | +$14.5M | 0.06% | 244 |
|
|
2018
Q1 | $5.95M | Sell |
82,134
-4,614
| -5% | -$334K | 0.02% | 574 |
|
|
2017
Q4 | $6.24M | Buy |
86,748
+2,817
| +3% | +$203K | 0.02% | 546 |
|
|
2017
Q3 | $6.25M | Buy |
83,931
+30,494
| +57% | +$2.27M | 0.02% | 498 |
|
|
2017
Q2 | $4M | Buy |
53,437
+8,046
| +18% | +$602K | 0.01% | 651 |
|
|
2017
Q1 | $3.42M | Buy |
45,391
+13,842
| +44% | +$1.04M | 0.01% | 704 |
|
|
2016
Q4 | $2.43M | Buy |
31,549
+21,447
| +212% | +$1.65M | 0.01% | 793 |
|
|
2016
Q3 | $601K | Sell |
10,102
-152
| -1% | -$9.04K | ﹤0.01% | 1231 |
|
|
2016
Q2 | $546K | Buy |
+10,254
| New | +$546K | ﹤0.01% | 1255 |
|