Panagora 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	$214K	Sell	2,032 -48	-2%	-$5.05K	﹤0.01%	1034
2025 Q1	$210K	Buy	+2,080	New	+$210K	﹤0.01%	1034
2021 Q3	–	Sell	-2,482	Closed	-$231K	–	2360
2021 Q2	$231K	Buy	2,482 +2,182	+727%	+$203K	﹤0.01%	1623
2021 Q1	$28K	Hold	300	–	–	﹤0.01%	2272
2020 Q4	$21K	Hold	300	–	–	﹤0.01%	2187
2020 Q3	$15K	Hold	300	–	–	﹤0.01%	2264
2020 Q2	$15K	Sell	300 -9,694	-97%	-$485K	﹤0.01%	2188
2020 Q1	$464K	Buy	9,994 +9,694	+3,231%	+$450K	﹤0.01%	1152
2019 Q4	$21K	Hold	300	–	–	﹤0.01%	2036
2019 Q3	$19K	Hold	300	–	–	﹤0.01%	2087
2019 Q2	$20K	Hold	300	–	–	﹤0.01%	2288
2019 Q1	$19K	Hold	300	–	–	﹤0.01%	2275
2018 Q4	$18K	Hold	300	–	–	﹤0.01%	2238
2018 Q3	$21K	Hold	300	–	–	﹤0.01%	2215
2018 Q2	$23K	Hold	300	–	–	﹤0.01%	2171
2018 Q1	$22K	Hold	300	–	–	﹤0.01%	2193
2017 Q4	$22K	Hold	300	–	–	﹤0.01%	2162
2017 Q3	$22K	Hold	300	–	–	﹤0.01%	2168
2017 Q2	$22K	Hold	300	–	–	﹤0.01%	2238
2017 Q1	$23K	Hold	300	–	–	﹤0.01%	2149
2016 Q4	$23K	Hold	300	–	–	﹤0.01%	2196
2016 Q3	$18K	Hold	300	–	–	﹤0.01%	2275
2016 Q2	$16K	Hold	300	–	–	﹤0.01%	2193
2016 Q1	$15K	Hold	300	–	–	﹤0.01%	2169
2015 Q4	$14K	Hold	300	–	–	﹤0.01%	2186
2015 Q3	$15K	Hold	300	–	–	﹤0.01%	2182
2015 Q2	$17K	Hold	300	–	–	﹤0.01%	2334
2015 Q1	$16K	Hold	300	–	–	﹤0.01%	2254
2014 Q4	$17K	Sell	300 -459	-60%	-$26K	﹤0.01%	2194
2014 Q3	$41K	Hold	759	–	–	﹤0.01%	2068
2014 Q2	$48K	Buy	759 +459	+153%	+$29K	﹤0.01%	2106
2014 Q1	$19K	Hold	300	–	–	﹤0.01%	2232
2013 Q4	$19K	Sell	300 -1,000	-77%	-$63.3K	﹤0.01%	2102
2013 Q3	$71K	Hold	1,300	–	–	﹤0.01%	1941
2013 Q2	$72K	Buy	+1,300	New	+$72K	﹤0.01%	1931