Great Lakes 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 | $5.2M | Sell |
49,496
-5,672
| -10% | -$596K | 0.04% | 277 |
|
|
2025
Q1 | $5.58M | Buy |
55,168
+3,654
| +7% | +$369K | 0.05% | 265 |
|
|
2024
Q4 | $5.81M | Sell |
51,514
-1,602
| -3% | -$181K | 0.05% | 280 |
|
|
2024
Q3 | $5.58M | Sell |
53,116
-5,776
| -10% | -$607K | 0.05% | 298 |
|
|
2024
Q2 | $4.91M | Buy |
58,892
+210
| +0.4% | +$17.5K | 0.04% | 309 |
|
|
2024
Q1 | $5.1M | Sell |
58,682
-91
| -0.2% | -$7.92K | 0.04% | 323 |
|
|
2023
Q4 | $4.91M | Buy |
+58,773
| New | +$4.91M | 0.05% | 320 |
|
|
2020
Q2 | – | Sell |
-69,634
| Closed | -$3.23M | – | 613 |
|
|
2020
Q1 | $3.23M | Sell |
69,634
-1,140
| -2% | -$52.9K | 0.09% | 235 |
|
|
2019
Q4 | $4.86M | Buy |
70,774
+1,047
| +2% | +$71.9K | 0.1% | 224 |
|
|
2019
Q3 | $4.5M | Buy |
69,727
+64,688
| +1,284% | +$4.18M | 0.1% | 228 |
|
|
2019
Q2 | $331K | Buy |
+5,039
| New | +$331K | 0.01% | 479 |
|