O'Shaughnessy Asset Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Sell |
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|
2025
Q1 | $958K | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $935K | Buy |
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|
2024
Q2 | $463K | Buy |
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|
2024
Q1 | $300K | Buy |
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|
2023
Q4 | $221K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $16K | Buy |
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|
2021
Q2 | $6K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $313K | Buy |
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