Forum Financial Management’s UMB Financial UMBF Stock Holding History

Forum Financial 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	$322K	Buy
2025 Q2	$285K	Hold
2025 Q1	$274K	Buy