Mutual of America 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 | $11.7M | Sell |
111,227
-2,258
| -2% | -$237K | 0.13% | 143 |
|
|
2025
Q1 | $11.5M | Buy |
113,485
+11,569
| +11% | +$1.17M | 0.13% | 136 |
|
|
2024
Q4 | $11.5M | Sell |
101,916
-879
| -0.9% | -$99.2K | 0.12% | 139 |
|
|
2024
Q3 | $10.8M | Sell |
102,795
-3,302
| -3% | -$347K | 0.11% | 154 |
|
|
2024
Q2 | $8.85M | Sell |
106,097
-1,606
| -1% | -$134K | 0.1% | 189 |
|
|
2024
Q1 | $9.37M | Buy |
107,703
+8,380
| +8% | +$729K | 0.1% | 193 |
|
|
2023
Q4 | $8.3M | Sell |
99,323
-2,630
| -3% | -$220K | 0.1% | 205 |
|
|
2023
Q3 | $6.33M | Sell |
101,953
-1,611
| -2% | -$100K | 0.08% | 275 |
|
|
2023
Q2 | $6.31M | Sell |
103,564
-1,545
| -1% | -$94.1K | 0.07% | 319 |
|
|
2023
Q1 | $6.07M | Sell |
105,109
-2,928
| -3% | -$169K | 0.07% | 350 |
|
|
2022
Q4 | $9.02M | Sell |
108,037
-3,094
| -3% | -$258K | 0.11% | 187 |
|
|
2022
Q3 | $9.37M | Sell |
111,131
-488
| -0.4% | -$41.1K | 0.13% | 152 |
|
|
2022
Q2 | $9.61M | Sell |
111,619
-4,689
| -4% | -$404K | 0.12% | 150 |
|
|
2022
Q1 | $11.3M | Sell |
116,308
-1,763
| -1% | -$171K | 0.12% | 169 |
|
|
2021
Q4 | $12.5M | Sell |
118,071
-40
| -0% | -$4.25K | 0.13% | 155 |
|
|
2021
Q3 | $11.4M | Sell |
118,111
-939
| -0.8% | -$90.8K | 0.11% | 164 |
|
|
2021
Q2 | $11.1M | Sell |
119,050
-2,110
| -2% | -$196K | 0.11% | 185 |
|
|
2021
Q1 | $11.2M | Sell |
121,160
-11,869
| -9% | -$1.1M | 0.12% | 160 |
|
|
2020
Q4 | $9.18M | Buy |
133,029
+407
| +0.3% | +$28.1K | 0.1% | 203 |
|
|
2020
Q3 | $6.5M | Buy |
132,622
+16,102
| +14% | +$789K | 0.09% | 254 |
|
|
2020
Q2 | $6.01M | Sell |
116,520
-327
| -0.3% | -$16.9K | 0.08% | 266 |
|
|
2020
Q1 | $5.42M | Buy |
116,847
+1,690
| +1% | +$78.4K | 0.09% | 258 |
|
|
2019
Q4 | $7.9M | Buy |
115,157
+1,751
| +2% | +$120K | 0.1% | 227 |
|
|
2019
Q3 | $7.32M | Buy |
113,406
+13,824
| +14% | +$893K | 0.1% | 239 |
|
|
2019
Q2 | $6.55M | Buy |
99,582
+4,713
| +5% | +$310K | 0.09% | 262 |
|
|
2019
Q1 | $6.08M | Sell |
94,869
-730
| -0.8% | -$46.7K | 0.09% | 287 |
|
|
2018
Q4 | $5.83M | Sell |
95,599
-444
| -0.5% | -$27.1K | 0.1% | 261 |
|
|
2018
Q3 | $6.81M | Buy |
96,043
+9,347
| +11% | +$663K | 0.1% | 259 |
|
|
2018
Q2 | $6.61M | Buy |
86,696
+1,009
| +1% | +$76.9K | 0.1% | 252 |
|
|
2018
Q1 | $6.2M | Buy |
85,687
+866
| +1% | +$62.7K | 0.1% | 273 |
|
|
2017
Q4 | $6.1M | Buy |
84,821
+2,720
| +3% | +$196K | 0.09% | 297 |
|
|
2017
Q3 | $6.12M | Buy |
82,101
+212
| +0.3% | +$15.8K | 0.1% | 263 |
|
|
2017
Q2 | $6.13M | Buy |
81,889
+2,274
| +3% | +$170K | 0.11% | 236 |
|
|
2017
Q1 | $6M | Buy |
79,615
+437
| +0.6% | +$32.9K | 0.11% | 241 |
|
|
2016
Q4 | $6.11M | Buy |
79,178
+34,772
| +78% | +$2.68M | 0.12% | 210 |
|
|
2016
Q3 | $2.64M | Buy |
44,406
+230
| +0.5% | +$13.7K | 0.05% | 591 |
|
|
2016
Q2 | $2.35M | Buy |
44,176
+1,242
| +3% | +$66.1K | 0.05% | 626 |
|
|
2016
Q1 | $2.22M | Sell |
42,934
-32
| -0.1% | -$1.65K | 0.05% | 624 |
|
|
2015
Q4 | $2M | Buy |
42,966
+3,779
| +10% | +$176K | 0.04% | 672 |
|
|
2015
Q3 | $1.99M | Sell |
39,187
-130
| -0.3% | -$6.61K | 0.05% | 651 |
|
|
2015
Q2 | $2.24M | Hold |
39,317
| – | – | 0.05% | 651 |
|
|
2015
Q1 | $2.08M | Buy |
39,317
+1,721
| +5% | +$91K | 0.05% | 702 |
|
|
2014
Q4 | $2.14M | Sell |
37,596
-4,054
| -10% | -$231K | 0.05% | 673 |
|
|
2014
Q3 | $2.27M | Sell |
41,650
-19,440
| -32% | -$1.06M | 0.05% | 587 |
|
|
2014
Q2 | $3.87M | Hold |
61,090
| – | – | 0.09% | 311 |
|
|
2014
Q1 | $3.95M | Hold |
61,090
| – | – | 0.1% | 297 |
|
|
2013
Q4 | $3.93M | Buy |
61,090
+4,795
| +9% | +$308K | 0.1% | 288 |
|
|
2013
Q3 | $3.06M | Sell |
56,295
-1,434
| -2% | -$77.9K | 0.08% | 371 |
|
|
2013
Q2 | $3.21M | Buy |
+57,729
| New | +$3.21M | 0.09% | 284 |
|