Monument 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
$225K Sell
2,142
-221
-9% -$23.2K 0.06% 205
2025
Q1
$239K Sell
2,363
-557
-19% -$56.3K 0.07% 174
2024
Q4
$330K Buy
2,920
+255
+10% +$28.8K 0.09% 149
2024
Q3
$280K Buy
+2,665
New +$280K 0.08% 158