HFO
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Heritage Family Offices’s UMB Financial UMBF Stock Holding History

Heritage Family Offices’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$222K Hold
2,215
– – 0.11% 164
2025
Q1 		$224K Buy
2,215
+156
+8% +$15.8K 0.11% 161
2024
Q4 		$232K Buy
2,059
+125
+6% +$14.1K 0.12% 166
2024
Q3 		$203K Buy
+1,934
New +$203K 0.11% 175