Holocene Advisors’s UMB Financial UMBF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.46M Sell
2025
Q1
$23.5M Buy
2024
Q4
$21.5M Buy
2024
Q3
$18.8M Buy
2024
Q1
Sell
2023
Q4
$677K Buy
2020
Q1
Sell
2019
Q4
$1.52M Buy
2019
Q3
$1.36M Buy
2019
Q2
$479K Buy
2019
Q1
$383K Sell
2018
Q4
$375K Sell
2018
Q3
$1.17M Buy
2018
Q2
$460K Sell
2018
Q1
$568K Sell
2017
Q4
$803K Buy