NPIC
Neumeier Poma Investment Counsel’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.3M | Sell |
306,764
-5,435
| -2% | -$572K | 3% | 13 |
|
|
2025
Q1 | $31.6M | Sell |
312,199
-925
| -0.3% | -$93.5K | 3.39% | 9 |
|
|
2024
Q4 | $35.3M | Sell |
313,124
-6,616
| -2% | -$747K | 3.43% | 8 |
|
|
2024
Q3 | $33.6M | Buy |
319,740
+154,885
| +94% | +$16.3M | 3.2% | 10 |
|
|
2024
Q2 | $13.8M | Buy |
164,855
+53,345
| +48% | +$4.45M | 1.26% | 37 |
|
|
2024
Q1 | $9.7M | Buy |
+111,510
| New | +$9.7M | 0.89% | 37 |
|
|
2015
Q1 | – | Sell |
-64,990
| Closed | -$3.7M | – | 42 |
|
|
2014
Q4 | $3.7M | Sell |
64,990
-2,025
| -3% | -$115K | 0.87% | 37 |
|
|
2014
Q3 | $3.66M | Sell |
67,015
-31,285
| -32% | -$1.71M | 0.9% | 37 |
|
|
2014
Q2 | $6.23M | Sell |
98,300
-9,500
| -9% | -$602K | 1.49% | 30 |
|
|
2014
Q1 | $6.98M | Sell |
107,800
-86,875
| -45% | -$5.62M | 1.58% | 30 |
|
|
2013
Q4 | $12.5M | Sell |
194,675
-75,450
| -28% | -$4.85M | 2.85% | 20 |
|
|
2013
Q3 | $14.7M | Sell |
270,125
-26,900
| -9% | -$1.46M | 3.6% | 7 |
|
|
2013
Q2 | $16.5M | Buy |
+297,025
| New | +$16.5M | 4.31% | 5 |
|