First National Advisers’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 | $375K | Sell |
3,570
-105
| -3% | -$11K | 0.06% | 182 |
|
|
2025
Q1 | $372K | Buy |
+3,675
| New | +$372K | 0.06% | 179 |
|
|
2024
Q4 | – | Sell |
-3,310
| Closed | -$348K | – | 222 |
|
|
2024
Q3 | $348K | Buy |
3,310
+262
| +9% | +$27.5K | 0.06% | 184 |
|
|
2024
Q2 | $254K | Buy |
3,048
+276
| +10% | +$23K | 0.05% | 197 |
|
|
2024
Q1 | $241K | Buy |
+2,772
| New | +$241K | 0.05% | 191 |
|