MML Investors 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
$366K Buy
3,484
+7
+0.2% +$735 ﹤0.01% 2297
2025
Q1
$352K Buy
3,477
+1,371
+65% +$139K ﹤0.01% 2222
2024
Q4
$238K Buy
2,106
+128
+6% +$14.5K ﹤0.01% 2399
2024
Q3
$208K Buy
+1,978
New +$208K ﹤0.01% 2421