Gallagher Fiduciary Advisors’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	$791K	Buy	7,522 +1,399	+23%	+$147K	0.03%	107
2025 Q1	$619K	Buy	6,123 +354	+6%	+$35.8K	0.02%	134
2024 Q4	$651K	Buy	5,769 +867	+18%	+$97.8K	0.13%	111
2024 Q3	$515K	Buy	4,902 +1,184	+32%	+$124K	0.1%	113
2024 Q2	$310K	Buy	+3,718	New	+$310K	0.07%	153