Forum Financial Management’s UMB Financial UMBF Stock Holding History

Forum Financial Management’s Portfolio UMBF Stock Details UMBF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$313K	Buy
2025 Q3	$322K	Buy
2025 Q2	$285K	Hold
2025 Q1	$274K	Buy