FGP
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Freestone Grove Partners’s UMB Financial UMBF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-749,507
Closed -$75.8M 861
2025
Q1
$75.8M Buy
749,507
+322,117
+75% +$32.6M 0.78% 23
2024
Q4
$48.2M Buy
+427,390
New +$48.2M 0.59% 55