Kennedy Capital Management’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 | $2.04M | Buy |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.24M | Hold |
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|
2023
Q4 | $1.19M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $495K | Buy |
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|
2020
Q2 | $413K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $6.38M | Sell |
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|
2014
Q4 | $7.72M | Sell |
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|
2014
Q3 | $9.69M | Sell |
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|
2014
Q2 | $13.9M | Sell |
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|
2014
Q1 | $15.3M | Sell |
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|
2013
Q4 | $15.5M | Buy |
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|
2013
Q3 | $13.1M | Sell |
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|
2013
Q2 | $14.5M | Buy |
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