O'Shaughnessy Asset Management’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 | $888K | Sell |
8,445
-1,034
| -11% | -$109K | 0.01% | 1113 |
|
|
2025
Q1 | $958K | Buy |
9,479
+279
| +3% | +$28.2K | 0.01% | 1002 |
|
|
2024
Q4 | $1.04M | Buy |
9,200
+653
| +8% | +$73.7K | 0.01% | 950 |
|
|
2024
Q3 | $935K | Buy |
8,547
+2,997
| +54% | +$328K | 0.01% | 929 |
|
|
2024
Q2 | $463K | Buy |
5,550
+2,099
| +61% | +$175K | ﹤0.01% | 1165 |
|
|
2024
Q1 | $300K | Buy |
3,451
+809
| +31% | +$70.4K | ﹤0.01% | 1317 |
|
|
2023
Q4 | $221K | Buy |
+2,642
| New | +$221K | ﹤0.01% | 1364 |
|
|
2021
Q4 | – | Sell |
-165
| Closed | -$16K | – | 2427 |
|
|
2021
Q3 | $16K | Buy |
165
+102
| +162% | +$9.89K | ﹤0.01% | 2024 |
|
|
2021
Q2 | $6K | Buy |
+63
| New | +$6K | ﹤0.01% | 2117 |
|
|
2013
Q3 | – | Sell |
-5,600
| Closed | -$313K | – | 997 |
|
|
2013
Q2 | $313K | Buy |
+5,600
| New | +$313K | 0.01% | 465 |
|