Franklin Resources’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 | $35.3M | Buy |
336,068
+18,963
| +6% | +$1.99M | 0.01% | 740 |
|
|
2025
Q1 | $32.1M | Buy |
317,105
+8,561
| +3% | +$866K | 0.01% | 748 |
|
|
2024
Q4 | $34.8M | Buy |
308,544
+26,186
| +9% | +$2.96M | 0.01% | 738 |
|
|
2024
Q3 | $30.9M | Sell |
282,358
-3,699
| -1% | -$404K | 0.01% | 748 |
|
|
2024
Q2 | $23.9M | Buy |
286,057
+225,136
| +370% | +$18.8M | 0.01% | 793 |
|
|
2024
Q1 | $5.3M | Buy |
60,921
+49,291
| +424% | +$4.29M | ﹤0.01% | 1300 |
|
|
2023
Q4 | $972K | Buy |
11,630
+10
| +0.1% | +$836 | ﹤0.01% | 1650 |
|
|
2023
Q3 | $721K | Sell |
11,620
-212
| -2% | -$13.2K | ﹤0.01% | 1733 |
|
|
2023
Q2 | $721K | Buy |
+11,832
| New | +$721K | ﹤0.01% | 1776 |
|
|
2022
Q4 | – | Sell |
-2,397
| Closed | -$203K | – | 2382 |
|
|
2022
Q3 | $203K | Buy |
2,397
+63
| +3% | +$5.34K | ﹤0.01% | 1990 |
|
|
2022
Q2 | $201K | Buy |
2,334
+137
| +6% | +$11.8K | ﹤0.01% | 2021 |
|
|
2022
Q1 | $213K | Sell |
2,197
-337
| -13% | -$32.7K | ﹤0.01% | 2138 |
|
|
2021
Q4 | $269K | Buy |
2,534
+286
| +13% | +$30.4K | ﹤0.01% | 2130 |
|
|
2021
Q3 | $217K | Buy |
+2,248
| New | +$217K | ﹤0.01% | 2202 |
|