Geode Capital Management’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 | $194M | Buy |
1,846,252
+119,319
| +7% | +$12.5M | 0.01% | 678 |
|
|
2025
Q1 | $175M | Buy |
1,726,933
+614,473
| +55% | +$62.1M | 0.01% | 685 |
|
|
2024
Q4 | $126M | Sell |
1,112,460
-1,791
| -0.2% | -$202K | 0.01% | 861 |
|
|
2024
Q3 | $117M | Buy |
1,114,251
+21,091
| +2% | +$2.22M | 0.01% | 883 |
|
|
2024
Q2 | $91.2M | Buy |
1,093,160
+56,740
| +5% | +$4.73M | 0.01% | 978 |
|
|
2024
Q1 | $90.2M | Buy |
1,036,420
+33,433
| +3% | +$2.91M | 0.01% | 981 |
|
|
2023
Q4 | $83.8M | Buy |
1,002,987
+42,898
| +4% | +$3.58M | 0.01% | 978 |
|
|
2023
Q3 | $59.6M | Buy |
960,089
+36,649
| +4% | +$2.27M | 0.01% | 1115 |
|
|
2023
Q2 | $56.2M | Buy |
923,440
+39,832
| +5% | +$2.43M | 0.01% | 1166 |
|
|
2023
Q1 | $51M | Buy |
883,608
+32,178
| +4% | +$1.86M | 0.01% | 1168 |
|
|
2022
Q4 | $71.1M | Buy |
851,430
+38,110
| +5% | +$3.18M | 0.01% | 910 |
|
|
2022
Q3 | $68.6M | Buy |
813,320
+10,131
| +1% | +$854K | 0.01% | 878 |
|
|
2022
Q2 | $69.2M | Sell |
803,189
-2,293
| -0.3% | -$197K | 0.01% | 900 |
|
|
2022
Q1 | $78.3M | Buy |
805,482
+3,994
| +0.5% | +$388K | 0.01% | 924 |
|
|
2021
Q4 | $85M | Buy |
801,488
+27,972
| +4% | +$2.97M | 0.01% | 929 |
|
|
2021
Q3 | $74.8M | Sell |
773,516
-50,170
| -6% | -$4.85M | 0.01% | 976 |
|
|
2021
Q2 | $76.7M | Buy |
823,686
+34,298
| +4% | +$3.19M | 0.01% | 963 |
|
|
2021
Q1 | $72.9M | Buy |
789,388
+61,108
| +8% | +$5.64M | 0.01% | 944 |
|
|
2020
Q4 | $50.2M | Buy |
728,280
+30,726
| +4% | +$2.12M | 0.01% | 1090 |
|
|
2020
Q3 | $34.2M | Buy |
697,554
+9,733
| +1% | +$477K | 0.01% | 1137 |
|
|
2020
Q2 | $35.5M | Sell |
687,821
-6,531
| -0.9% | -$337K | 0.01% | 1093 |
|
|
2020
Q1 | $32.2M | Buy |
694,352
+45,128
| +7% | +$2.09M | 0.01% | 1001 |
|
|
2019
Q4 | $44.6M | Buy |
649,224
+20,715
| +3% | +$1.42M | 0.01% | 1025 |
|
|
2019
Q3 | $40.6M | Buy |
628,509
+4,471
| +0.7% | +$289K | 0.01% | 1001 |
|
|
2019
Q2 | $41.1M | Buy |
624,038
+43,921
| +8% | +$2.89M | 0.01% | 995 |
|
|
2019
Q1 | $37.2M | Buy |
580,117
+29,841
| +5% | +$1.91M | 0.01% | 1000 |
|
|
2018
Q4 | $33.6M | Buy |
550,276
+34,682
| +7% | +$2.11M | 0.01% | 945 |
|
|
2018
Q3 | $36.6M | Buy |
515,594
+40,908
| +9% | +$2.9M | 0.01% | 993 |
|
|
2018
Q2 | $36.2M | Buy |
474,686
+45,338
| +11% | +$3.46M | 0.01% | 959 |
|
|
2018
Q1 | $31.1M | Buy |
429,348
+6,913
| +2% | +$500K | 0.01% | 975 |
|
|
2017
Q4 | $30.4M | Buy |
422,435
+12,220
| +3% | +$879K | 0.01% | 969 |
|
|
2017
Q3 | $30.6M | Buy |
410,215
+17,483
| +4% | +$1.3M | 0.01% | 946 |
|
|
2017
Q2 | $29.4M | Buy |
392,732
+22,752
| +6% | +$1.7M | 0.01% | 934 |
|
|
2017
Q1 | $27.9M | Buy |
369,980
+23,461
| +7% | +$1.77M | 0.01% | 932 |
|
|
2016
Q4 | $26.7M | Buy |
346,519
+30,789
| +10% | +$2.37M | 0.01% | 897 |
|
|
2016
Q3 | $18.8M | Buy |
315,730
+1,643
| +0.5% | +$97.7K | 0.01% | 1045 |
|
|
2016
Q2 | $16.7M | Buy |
314,087
+12,587
| +4% | +$670K | 0.01% | 1064 |
|
|
2016
Q1 | $15.6K | Buy |
301,500
+29,640
| +11% | +$1.53K | 0.01% | 1077 |
|
|
2015
Q4 | $12.7M | Buy |
271,860
+2,959
| +1% | +$138K | 0.01% | 1191 |
|
|
2015
Q3 | $13.7M | Buy |
268,901
+13,220
| +5% | +$672K | 0.01% | 1126 |
|
|
2015
Q2 | $14.6M | Buy |
255,681
+21,529
| +9% | +$1.23M | 0.01% | 1152 |
|
|
2015
Q1 | $12.4M | Buy |
234,152
+2,384
| +1% | +$126K | 0.01% | 1221 |
|
|
2014
Q4 | $13.2M | Buy |
231,768
+12,529
| +6% | +$713K | 0.01% | 1117 |
|
|
2014
Q3 | $12M | Buy |
219,239
+1,919
| +0.9% | +$105K | 0.01% | 1128 |
|
|
2014
Q2 | $13.8M | Buy |
217,320
+10,221
| +5% | +$648K | 0.01% | 1069 |
|
|
2014
Q1 | $13.4M | Buy |
207,099
+6,163
| +3% | +$399K | 0.01% | 1049 |
|
|
2013
Q4 | $12.9M | Buy |
200,936
+38,792
| +24% | +$2.49M | 0.01% | 1021 |
|
|
2013
Q3 | $8.81M | Buy |
162,144
+14,245
| +10% | +$774K | 0.01% | 1161 |
|
|
2013
Q2 | $8.23M | Buy |
+147,899
| New | +$8.23M | 0.01% | 1070 |
|