NFJ Investment Group’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 | $2.74M | Sell |
26,036
-2,032
| -7% | -$214K | 0.1% | 176 |
|
|
2025
Q1 | $2.84M | Sell |
28,068
-17,305
| -38% | -$1.75M | 0.1% | 172 |
|
|
2024
Q4 | $5.12M | Sell |
45,373
-557
| -1% | -$62.9K | 0.16% | 138 |
|
|
2024
Q3 | $4.83M | Sell |
45,930
-3,082
| -6% | -$324K | 0.14% | 146 |
|
|
2024
Q2 | $4.09M | Sell |
49,012
-3,936
| -7% | -$328K | 0.13% | 140 |
|
|
2024
Q1 | $4.61M | Sell |
52,948
-3,887
| -7% | -$338K | 0.13% | 129 |
|
|
2023
Q4 | $4.75M | Sell |
56,835
-9,621
| -14% | -$804K | 0.13% | 124 |
|
|
2023
Q3 | $4.12M | Hold |
66,456
| – | – | 0.12% | 128 |
|
|
2023
Q2 | $4.05M | Buy |
+66,456
| New | +$4.05M | 0.11% | 157 |
|