GW&K Investment 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 | $65.1M | Sell |
619,232
-21,211
| -3% | -$2.23M | 0.58% | 47 |
|
|
2025
Q1 | $64.7M | Sell |
640,443
-9,729
| -1% | -$984K | 0.6% | 44 |
|
|
2024
Q4 | $73.4M | Sell |
650,172
-3,326
| -0.5% | -$375K | 0.62% | 44 |
|
|
2024
Q3 | $68.7M | Buy |
653,498
+319,415
| +96% | +$33.6M | 0.59% | 46 |
|
|
2024
Q2 | $27.9M | Buy |
334,083
+95,511
| +40% | +$7.97M | 0.25% | 160 |
|
|
2024
Q1 | $20.8M | Sell |
238,572
-5,196
| -2% | -$452K | 0.18% | 187 |
|
|
2023
Q4 | $20.4M | Buy |
+243,768
| New | +$20.4M | 0.19% | 189 |
|