OneDigital Investment Advisors’s UMB Financial UMBF Stock Holding History

OneDigital Investment 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	$253K	Buy
2025 Q1	$239K	Buy
2024 Q4	$210K	Buy
2019 Q3	–	Sell
2019 Q2	$18K	Hold
2019 Q1	$18K	Buy
2018 Q4	$14K	Buy