Pictet 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 | $1.19M | Buy |
11,335
+308
| +3% | +$32.4K | ﹤0.01% | 990 |
|
|
2025
Q1 | $1.11M | Buy |
11,027
+4,236
| +62% | +$428K | ﹤0.01% | 1021 |
|
|
2024
Q4 | $766K | Buy |
6,791
+1,369
| +25% | +$155K | ﹤0.01% | 1205 |
|
|
2024
Q3 | $570K | Buy |
5,422
+125
| +2% | +$13.1K | ﹤0.01% | 1288 |
|
|
2024
Q2 | $442K | Hold |
5,297
| – | – | ﹤0.01% | 1333 |
|
|
2024
Q1 | $461K | Hold |
5,297
| – | – | ﹤0.01% | 1339 |
|
|
2023
Q4 | $443K | Buy |
5,297
+478
| +10% | +$39.9K | ﹤0.01% | 1338 |
|
|
2023
Q3 | $299K | Buy |
+4,819
| New | +$299K | ﹤0.01% | 1475 |
|