Massachusetts Financial Services’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 | $41.1M | Sell |
390,650
-22,246
| -5% | -$2.34M | 0.01% | 508 |
|
|
2025
Q1 | $41.7M | Sell |
412,896
-50,650
| -11% | -$5.12M | 0.01% | 483 |
|
|
2024
Q4 | $52.3M | Sell |
463,546
-39,840
| -8% | -$4.5M | 0.02% | 462 |
|
|
2024
Q3 | $52.9M | Sell |
503,386
-14,236
| -3% | -$1.5M | 0.02% | 457 |
|
|
2024
Q2 | $43.2M | Buy |
517,622
+90,297
| +21% | +$7.53M | 0.01% | 473 |
|
|
2024
Q1 | $37.2M | Sell |
427,325
-1,607
| -0.4% | -$140K | 0.01% | 499 |
|
|
2023
Q4 | $35.8M | Buy |
428,932
+121,100
| +39% | +$10.1M | 0.01% | 497 |
|
|
2023
Q3 | $19.1M | Sell |
307,832
-3,107
| -1% | -$193K | 0.01% | 561 |
|
|
2023
Q2 | $18.9M | Sell |
310,939
-38,768
| -11% | -$2.36M | 0.01% | 560 |
|
|
2023
Q1 | $20.2M | Sell |
349,707
-381,192
| -52% | -$22M | 0.01% | 551 |
|
|
2022
Q4 | $61M | Buy |
730,899
+6,282
| +0.9% | +$525K | 0.02% | 408 |
|
|
2022
Q3 | $61.1M | Buy |
724,617
+12,972
| +2% | +$1.09M | 0.02% | 414 |
|
|
2022
Q2 | $61.3M | Sell |
711,645
-32,447
| -4% | -$2.79M | 0.02% | 425 |
|
|
2022
Q1 | $72.3M | Sell |
744,092
-45,996
| -6% | -$4.47M | 0.02% | 428 |
|
|
2021
Q4 | $83.8M | Sell |
790,088
-43,990
| -5% | -$4.67M | 0.02% | 417 |
|
|
2021
Q3 | $80.7M | Sell |
834,078
-37,433
| -4% | -$3.62M | 0.02% | 419 |
|
|
2021
Q2 | $81.1M | Buy |
871,511
+15,075
| +2% | +$1.4M | 0.02% | 430 |
|
|
2021
Q1 | $79.1M | Sell |
856,436
-177,311
| -17% | -$16.4M | 0.02% | 418 |
|
|
2020
Q4 | $71.3M | Sell |
1,033,747
-12,723
| -1% | -$878K | 0.02% | 417 |
|
|
2020
Q3 | $51.3M | Buy |
1,046,470
+107,560
| +11% | +$5.27M | 0.02% | 426 |
|
|
2020
Q2 | $48.4M | Buy |
938,910
+129,166
| +16% | +$6.66M | 0.02% | 423 |
|
|
2020
Q1 | $37.6M | Buy |
809,744
+13,408
| +2% | +$622K | 0.02% | 414 |
|
|
2019
Q4 | $54.7M | Sell |
796,336
-52,972
| -6% | -$3.64M | 0.02% | 402 |
|
|
2019
Q3 | $54.8M | Buy |
849,308
+107,014
| +14% | +$6.91M | 0.02% | 399 |
|
|
2019
Q2 | $48.9M | Buy |
742,294
+150,489
| +25% | +$9.91M | 0.02% | 410 |
|
|
2019
Q1 | $37.9M | Buy |
591,805
+128,808
| +28% | +$8.25M | 0.02% | 424 |
|
|
2018
Q4 | $28.2M | Buy |
462,997
+82,152
| +22% | +$5.01M | 0.01% | 459 |
|
|
2018
Q3 | $27M | Buy |
380,845
+56,981
| +18% | +$4.04M | 0.01% | 487 |
|
|
2018
Q2 | $24.7M | Buy |
323,864
+41,619
| +15% | +$3.17M | 0.01% | 484 |
|
|
2018
Q1 | $20.4M | Buy |
282,245
+50,343
| +22% | +$3.64M | 0.01% | 493 |
|
|
2017
Q4 | $16.7M | Buy |
231,902
+26,201
| +13% | +$1.88M | 0.01% | 533 |
|
|
2017
Q3 | $15.3M | Buy |
205,701
+30,996
| +18% | +$2.31M | 0.01% | 537 |
|
|
2017
Q2 | $13.1M | Buy |
174,705
+22,330
| +15% | +$1.67M | 0.01% | 559 |
|
|
2017
Q1 | $11.5M | Buy |
152,375
+38,216
| +33% | +$2.88M | 0.01% | 563 |
|
|
2016
Q4 | $8.8M | Buy |
114,159
+26,443
| +30% | +$2.04M | ﹤0.01% | 606 |
|
|
2016
Q3 | $5.22M | Buy |
+87,716
| New | +$5.22M | ﹤0.01% | 643 |
|