NewEdge Advisors’s UMB Financial UMBF Stock Holding History

NewEdge Advisors’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 Q2	$575K	Sell
2025 Q1	$570K	Buy
2024 Q4	$433K	Buy
2024 Q3	$331K	Buy
2024 Q2	$54.3K	Buy
2024 Q1	$53.2K	Buy
2023 Q3	–	Sell
2023 Q2	$43K	Buy
2023 Q1	$35.2K	Sell
2022 Q4	$25.7K	Buy