Pathstone Holdings’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 | $2.22M | Buy |
21,121
+10,455
| +98% | +$1.1M | 0.01% | 935 |
|
|
2025
Q1 | $1.08M | Buy |
10,666
+2,504
| +31% | +$254K | ﹤0.01% | 1338 |
|
|
2024
Q4 | $923K | Buy |
8,162
+752
| +10% | +$85K | ﹤0.01% | 1406 |
|
|
2024
Q3 | $780K | Buy |
7,410
+163
| +2% | +$17.2K | ﹤0.01% | 1496 |
|
|
2024
Q2 | $606K | Buy |
7,247
+361
| +5% | +$30.2K | ﹤0.01% | 1589 |
|
|
2024
Q1 | $601K | Buy |
6,886
+316
| +5% | +$27.6K | ﹤0.01% | 1584 |
|
|
2023
Q4 | $551K | Buy |
+6,570
| New | +$551K | ﹤0.01% | 1440 |
|