Mercer Global Advisors’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 | – | Sell |
-28,219
| Closed | -$2.85M | – | 2349 |
|
|
2025
Q1 | $2.85M | Buy |
28,219
+1,075
| +4% | +$109K | 0.01% | 718 |
|
|
2024
Q4 | $3.06M | Buy |
27,144
+202
| +0.7% | +$22.8K | 0.01% | 684 |
|
|
2024
Q3 | $2.73M | Buy |
26,942
+100
| +0.4% | +$10.1K | 0.01% | 671 |
|
|
2024
Q2 | $2.24M | Buy |
26,842
+94
| +0.4% | +$7.84K | 0.01% | 691 |
|
|
2024
Q1 | $2.33M | Sell |
26,748
-588
| -2% | -$51.2K | 0.01% | 687 |
|
|
2023
Q4 | $2.28M | Buy |
27,336
+856
| +3% | +$71.5K | 0.01% | 705 |
|
|
2023
Q3 | $1.64M | Hold |
26,480
| – | – | 0.01% | 770 |
|
|
2023
Q2 | $1.61M | Buy |
+26,480
| New | +$1.61M | 0.01% | 795 |
|
|
2023
Q1 | – | Sell |
-26,507
| Closed | -$2.21M | – | 2054 |
|
|
2022
Q4 | $2.21M | Sell |
26,507
-32
| -0.1% | -$2.67K | 0.01% | 663 |
|
|
2022
Q3 | $2.24M | Buy |
+26,539
| New | +$2.24M | 0.01% | 600 |
|