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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$285K Hold
2,713
– – ﹤0.01% 700
2025
Q1 		$274K Buy
+2,713
New +$274K ﹤0.01% 638