Maltese 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 | $10M | Buy |
95,400
+400
| +0.4% | +$42.1K | 1.41% | 23 |
|
|
2025
Q1 | $9.6M | Buy |
95,000
+20,200
| +27% | +$2.04M | 1.56% | 21 |
|
|
2024
Q4 | $8.44M | Sell |
74,800
-42,600
| -36% | -$4.81M | 1.29% | 28 |
|
|
2024
Q3 | $12.3M | Buy |
117,400
+44,822
| +62% | +$4.71M | 1.89% | 14 |
|
|
2024
Q2 | $6.05M | Buy |
+72,578
| New | +$6.05M | 1.12% | 30 |
|
|
2023
Q3 | – | Sell |
-37,500
| Closed | -$2.28M | – | 99 |
|
|
2023
Q2 | $2.28M | Buy |
+37,500
| New | +$2.28M | 0.79% | 49 |
|