Orion Portfolio Solutions’s UMB Financial UMBF Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.04M	Buy
2024 Q4	$1.13M	Sell
2024 Q3	$1.12M	Buy
2020 Q3	–	Sell
2020 Q2	$3K	Buy
2020 Q1	–	Sell
2019 Q4	$1K	Buy