MAI 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
$123K Buy
1,171
+400
+52% +$42.1K ﹤0.01% 1327
2025
Q1
$78K Buy
771
+99
+15% +$10K ﹤0.01% 1447
2024
Q4
$75.9K Buy
+672
New +$75.9K ﹤0.01% 1476