IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.35K | Sell |
12
-21
| -64% | -$2.53K | ﹤0.01% | 4097 |
|
|
2025
Q4 | $3.8K | Hold |
33
| – | – | ﹤0.01% | 3557 |
|
|
2025
Q3 | $3.91K | Buy |
+33
| New | +$3.8K | ﹤0.01% | 3381 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 2405 |
|
|
2025
Q1 | – | Sell |
-3
| Closed | -$339 | – | 4700 |
|
|
2024
Q4 | $339 | Buy |
+3
| New | +$347 | ﹤0.01% | 3527 |
|
|
2024
Q1 | – | Sell |
-52
| Closed | -$4.34K | – | 3246 |
|
|
2023
Q4 | $4.34K | Buy |
52
+26
| +100% | +$1.83K | ﹤0.01% | 2469 |
|
|
2023
Q3 | $1.61K | Hold |
26
| – | – | ﹤0.01% | 2891 |
|
|
2023
Q2 | $1.58K | Hold |
26
| – | – | ﹤0.01% | 2954 |
|
|
2023
Q1 | $2.02K | Hold |
26
| – | – | ﹤0.01% | 2895 |
|
|
2022
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 4232 |
|
|
2022
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 4420 |
|
|
2022
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 4200 |
|
|
2022
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 4198 |
|
|
2021
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 2698 |
|
|
2021
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 2762 |
|
|
2021
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 2788 |
|
|
2021
Q1 | $2K | Sell |
26
-78
| -75% | -$6.44K | ﹤0.01% | 2720 |
|
|
2020
Q4 | $7K | Hold |
104
| – | – | ﹤0.01% | 2209 |
|
|
2020
Q3 | $5K | Buy |
104
+18
| +21% | +$909 | ﹤0.01% | 2198 |
|
|
2020
Q2 | $4K | Sell |
86
-10
| -10% | -$490 | ﹤0.01% | 2197 |
|
|
2020
Q1 | $4K | Sell |
96
-18
| -16% | -$1.09K | ﹤0.01% | 2181 |
|
|
2019
Q4 | $8K | Sell |
114
-9
| -7% | -$597 | ﹤0.01% | 2032 |
|
|
2019
Q3 | $9K | Buy |
+123
| New | +$7.95K | ﹤0.01% | 2138 |
|
|
2019
Q1 | – | Sell |
-173
| Closed | -$10K | – | 3409 |
|
|
2018
Q4 | $10K | Sell |
173
-86
| -33% | -$5.58K | ﹤0.01% | 2526 |
|
|
2018
Q3 | $18K | Buy |
259
+1
| +0.4% | +$75 | ﹤0.01% | 2521 |
|
|
2018
Q2 | $20K | Buy |
258
+86
| +50% | +$6.61K | ﹤0.01% | 2476 |
|
|
2018
Q1 | $12K | Hold |
172
| – | – | ﹤0.01% | 2688 |
|
|
2017
Q4 | $12K | Buy |
172
+43
| +33% | +$3.16K | ﹤0.01% | 2725 |
|
|
2017
Q3 | $10K | Buy |
129
+55
| +74% | +$3.85K | ﹤0.01% | 3038 |
|
|
2017
Q2 | $6K | Hold |
74
| – | – | ﹤0.01% | 3328 |
|
|
2017
Q1 | $6K | Hold |
74
| – | – | ﹤0.01% | 3220 |
|
|
2016
Q4 | $6K | Hold |
74
| – | – | ﹤0.01% | 3217 |
|
|
2016
Q3 | $4K | Buy |
+74
| New | +$4.24K | ﹤0.01% | 3364 |
|
|
2016
Q1 | – | Sell |
-13
| Closed | -$1K | – | 3404 |
|
|
2015
Q4 | $1K | Buy |
+13
| New | +$656 | ﹤0.01% | 3570 |
|
Other funds holding UMBF
UB
VPM
VCM
