Ken Fisher’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.7M | Sell |
282,261
-8,959
| -3% | -$942K | 0.01% | 268 |
|
|
2025
Q1 | $29.4M | Buy |
291,220
+894
| +0.3% | +$90.4K | 0.01% | 275 |
|
|
2024
Q4 | $32.8M | Buy |
290,326
+29,516
| +11% | +$3.33M | 0.01% | 278 |
|
|
2024
Q3 | $27.4M | Sell |
260,810
-6,761
| -3% | -$711K | 0.01% | 301 |
|
|
2024
Q2 | $22.3M | Sell |
267,571
-139,956
| -34% | -$11.7M | 0.01% | 324 |
|
|
2024
Q1 | $35.5M | Sell |
407,527
-72,178
| -15% | -$6.28M | 0.02% | 259 |
|
|
2023
Q4 | $40.1M | Sell |
479,705
-114,063
| -19% | -$9.53M | 0.02% | 242 |
|
|
2023
Q3 | $36.8M | Buy |
593,768
+253,402
| +74% | +$15.7M | 0.02% | 278 |
|
|
2023
Q2 | $20.7M | Buy |
340,366
+9,057
| +3% | +$552K | 0.01% | 367 |
|
|
2023
Q1 | $19.2M | Sell |
331,309
-9,506
| -3% | -$552K | 0.01% | 372 |
|
|
2022
Q4 | $28.5M | Sell |
340,815
-6,254
| -2% | -$522K | 0.02% | 310 |
|
|
2022
Q3 | $29.3M | Sell |
347,069
-3,835
| -1% | -$323K | 0.02% | 298 |
|
|
2022
Q2 | $30.2M | Buy |
350,904
+99,155
| +39% | +$8.54M | 0.02% | 272 |
|
|
2022
Q1 | $24.5M | Buy |
251,749
+22,714
| +10% | +$2.21M | 0.01% | 301 |
|
|
2021
Q4 | $24.3M | Sell |
229,035
-2,958
| -1% | -$314K | 0.01% | 301 |
|
|
2021
Q3 | $22.4M | Sell |
231,993
-10,792
| -4% | -$1.04M | 0.01% | 306 |
|
|
2021
Q2 | $22.6M | Sell |
242,785
-13,876
| -5% | -$1.29M | 0.01% | 305 |
|
|
2021
Q1 | $23.7M | Sell |
256,661
-12,748
| -5% | -$1.18M | 0.02% | 294 |
|
|
2020
Q4 | $18.6M | Sell |
269,409
-1,409
| -0.5% | -$97.2K | 0.01% | 309 |
|
|
2020
Q3 | $13.3M | Sell |
270,818
-6,708
| -2% | -$329K | 0.01% | 317 |
|
|
2020
Q2 | $14.3M | Sell |
277,526
-10,925
| -4% | -$563K | 0.01% | 305 |
|
|
2020
Q1 | $13.4M | Buy |
288,451
+285
| +0.1% | +$13.2K | 0.02% | 275 |
|
|
2019
Q4 | $19.8M | Sell |
288,166
-38,630
| -12% | -$2.65M | 0.02% | 279 |
|
|
2019
Q3 | $21.1M | Sell |
326,796
-2,920
| -0.9% | -$189K | 0.02% | 284 |
|
|
2019
Q2 | $21.7M | Sell |
329,716
-3,080
| -0.9% | -$203K | 0.02% | 287 |
|
|
2019
Q1 | $21.3M | Sell |
332,796
-42,804
| -11% | -$2.74M | 0.03% | 284 |
|
|
2018
Q4 | $22.9M | Sell |
375,600
-154,056
| -29% | -$9.39M | 0.03% | 266 |
|
|
2018
Q3 | $37.6M | Sell |
529,656
-78,540
| -13% | -$5.57M | 0.05% | 229 |
|
|
2018
Q2 | $46.4M | Sell |
608,196
-36,731
| -6% | -$2.8M | 0.06% | 212 |
|
|
2018
Q1 | $46.7M | Sell |
644,927
-9,625
| -1% | -$697K | 0.06% | 204 |
|
|
2017
Q4 | $47.1M | Sell |
654,552
-19,485
| -3% | -$1.4M | 0.06% | 208 |
|
|
2017
Q3 | $50.2M | Sell |
674,037
-5,486
| -0.8% | -$409K | 0.07% | 191 |
|
|
2017
Q2 | $50.9M | Sell |
679,523
-16,840
| -2% | -$1.26M | 0.08% | 187 |
|
|
2017
Q1 | $52.4M | Sell |
696,363
-22,784
| -3% | -$1.72M | 0.08% | 167 |
|
|
2016
Q4 | $55.5M | Sell |
719,147
-22,112
| -3% | -$1.71M | 0.1% | 156 |
|
|
2016
Q3 | $44.1M | Buy |
741,259
+3,757
| +0.5% | +$223K | 0.08% | 169 |
|
|
2016
Q2 | $40M | Buy |
737,502
+1,185
| +0.2% | +$64.2K | 0.07% | 175 |
|
|
2016
Q1 | $37.8M | Sell |
736,317
-12,666
| -2% | -$650K | 0.07% | 171 |
|
|
2015
Q4 | $34.9M | Buy |
748,983
+1,136
| +0.2% | +$52.9K | 0.07% | 189 |
|
|
2015
Q3 | $38M | Sell |
747,847
-21,483
| -3% | -$1.09M | 0.08% | 170 |
|
|
2015
Q2 | $43.9M | Sell |
769,330
-10,950
| -1% | -$624K | 0.09% | 172 |
|
|
2015
Q1 | $41.3M | Sell |
780,280
-5,550
| -0.7% | -$294K | 0.08% | 177 |
|
|
2014
Q4 | $44.7M | Sell |
785,830
-10,445
| -1% | -$594K | 0.09% | 161 |
|
|
2014
Q3 | $43.4M | Buy |
796,275
+193,060
| +32% | +$10.5M | 0.09% | 153 |
|
|
2014
Q2 | $38.2M | Buy |
+603,215
| New | +$38.2M | 0.08% | 176 |
|