Kennedy Capital 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 | $2.04M | Buy |
19,425
+5,757
| +42% | +$605K | 0.05% | 443 |
|
|
2025
Q1 | $1.38M | Buy |
+13,668
| New | +$1.38M | 0.03% | 475 |
|
|
2024
Q2 | – | Sell |
-14,201
| Closed | -$1.24M | – | 751 |
|
|
2024
Q1 | $1.24M | Hold |
14,201
| – | – | 0.03% | 599 |
|
|
2023
Q4 | $1.19M | Buy |
+14,201
| New | +$1.19M | 0.03% | 572 |
|
|
2020
Q4 | – | Sell |
-10,091
| Closed | -$495K | – | 703 |
|
|
2020
Q3 | $495K | Buy |
10,091
+2,086
| +26% | +$102K | 0.01% | 592 |
|
|
2020
Q2 | $413K | Buy |
+8,005
| New | +$413K | 0.01% | 613 |
|
|
2015
Q2 | – | Sell |
-120,525
| Closed | -$6.38M | – | 752 |
|
|
2015
Q1 | $6.38M | Sell |
120,525
-15,111
| -11% | -$799K | 0.11% | 334 |
|
|
2014
Q4 | $7.72M | Sell |
135,636
-42,020
| -24% | -$2.39M | 0.14% | 265 |
|
|
2014
Q3 | $9.69M | Sell |
177,656
-42,272
| -19% | -$2.31M | 0.19% | 184 |
|
|
2014
Q2 | $13.9M | Sell |
219,928
-16,856
| -7% | -$1.07M | 0.26% | 114 |
|
|
2014
Q1 | $15.3M | Sell |
236,784
-4,384
| -2% | -$284K | 0.29% | 89 |
|
|
2013
Q4 | $15.5M | Buy |
241,168
+789
| +0.3% | +$50.7K | 0.29% | 89 |
|
|
2013
Q3 | $13.1M | Sell |
240,379
-19,260
| -7% | -$1.05M | 0.25% | 108 |
|
|
2013
Q2 | $14.5M | Buy |
+259,639
| New | +$14.5M | 0.29% | 85 |
|