Meritage Portfolio Management’s UMB Financial UMBF Stock Holding History

Meritage Portfolio Management’s Portfolio UMBF Stock Details UMBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.17M	Hold
2025 Q2	$1.04M	Hold
2025 Q1	$1M	Hold
2024 Q4	$1.12M	Sell
2024 Q3	$2.28M	Hold
2024 Q2	$1.81M	Hold
2024 Q1	$1.89M	Hold
2023 Q4	$1.81M	Hold
2023 Q3	$1.35M	Hold
2023 Q2	$1.32M	Hold
2023 Q1	$1.25M	Hold
2022 Q4	$1.81M	Sell
2022 Q3	$1.88M	Hold
2022 Q2	$1.92M	Hold
2022 Q1	$2.17M	Hold
2021 Q4	$2.37M	Hold
2021 Q3	$2.16M	Hold
2021 Q2	$2.08M	Sell
2021 Q1	$2.08M	Hold
2020 Q4	$1.55M	Sell
2020 Q3	$1.3M	Hold
2020 Q2	$1.37M	Buy
2020 Q1	$1.22M	Sell
2019 Q4	$1.84M	Hold
2019 Q3	$1.73M	Hold
2019 Q2	$1.76M	Sell
2019 Q1	$1.98M	Sell
2018 Q4	$1.91M	Buy
2018 Q3	$2.21M	Hold
2018 Q2	$2.37M	Hold
2018 Q1	$2.25M	Hold
2017 Q4	$2.24M	Buy
2017 Q3	$2.29M	Hold
2017 Q2	$2.3M	Hold
2017 Q1	$2.31M	Hold
2016 Q4	$2.37M	Sell
2016 Q3	$2.18M	Hold
2016 Q2	$1.95M	Hold
2016 Q1	$1.89M	Hold
2015 Q4	$1.71M	Hold
2015 Q3	$1.86M	Hold
2015 Q2	$2.09M	Hold
2015 Q1	$1.94M	Hold
2014 Q4	$2.09M	Hold
2014 Q3	$2M	Sell
2014 Q2	$2.34M	Hold
2014 Q1	$2.38M	Sell
2013 Q4	$2.39M	Hold
2013 Q3	$2.02M	Buy
2013 Q2	$2.05M	Buy