Franklin Resources’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.3M | Buy |
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|
2025
Q1 | $32.1M | Buy |
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|
2024
Q4 | $34.8M | Buy |
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|
2024
Q3 | $30.9M | Sell |
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|
2024
Q2 | $23.9M | Buy |
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|
2024
Q1 | $5.3M | Buy |
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|
2023
Q4 | $972K | Buy |
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|
2023
Q3 | $721K | Sell |
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|
2023
Q2 | $721K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $203K | Buy |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $269K | Buy |
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|
2021
Q3 | $217K | Buy |
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