PineBridge Investments’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,336
| Closed | -$2.52M | – | 825 |
|
|
2024
Q4 | $2.52M | Buy |
22,336
+6,683
| +43% | +$754K | 0.02% | 489 |
|
|
2024
Q3 | $1.65M | Buy |
+15,653
| New | +$1.65M | 0.01% | 547 |
|
|
2023
Q3 | – | Sell |
-591
| Closed | -$36K | – | 979 |
|
|
2023
Q2 | $36K | Hold |
591
| – | – | ﹤0.01% | 713 |
|
|
2023
Q1 | $34.1K | Hold |
591
| – | – | ﹤0.01% | 626 |
|
|
2022
Q4 | $49.4K | Hold |
591
| – | – | ﹤0.01% | 559 |
|
|
2022
Q3 | $50K | Buy |
591
+63
| +12% | +$5.33K | ﹤0.01% | 553 |
|
|
2022
Q2 | $45K | Buy |
528
+428
| +428% | +$36.5K | ﹤0.01% | 561 |
|
|
2022
Q1 | $10K | Sell |
100
-1,300
| -93% | -$130K | ﹤0.01% | 628 |
|
|
2021
Q4 | $149K | Buy |
+1,400
| New | +$149K | ﹤0.01% | 596 |
|
|
2020
Q1 | – | Sell |
-426
| Closed | -$29K | – | 1017 |
|
|
2019
Q4 | $29K | Buy |
426
+71
| +20% | +$4.83K | ﹤0.01% | 973 |
|
|
2019
Q3 | $23K | Buy |
355
+8
| +2% | +$518 | ﹤0.01% | 1093 |
|
|
2019
Q2 | $23K | Buy |
347
+299
| +623% | +$19.8K | ﹤0.01% | 1008 |
|
|
2019
Q1 | $3K | Hold |
48
| – | – | ﹤0.01% | 1060 |
|
|
2018
Q4 | $3K | Sell |
48
-3,491
| -99% | -$218K | ﹤0.01% | 1060 |
|
|
2018
Q3 | $251K | Sell |
3,539
-2,926
| -45% | -$208K | ﹤0.01% | 862 |
|
|
2018
Q2 | $493K | Sell |
6,465
-197
| -3% | -$15K | 0.01% | 700 |
|
|
2018
Q1 | $483K | Sell |
6,662
-18,357
| -73% | -$1.33M | 0.01% | 699 |
|
|
2017
Q4 | $1.8M | Sell |
25,019
-20,835
| -45% | -$1.5M | 0.05% | 398 |
|
|
2017
Q3 | $3.42M | Buy |
45,854
+294
| +0.6% | +$21.9K | 0.08% | 201 |
|
|
2017
Q2 | $3.41M | Sell |
45,560
-28,636
| -39% | -$2.14M | 0.09% | 190 |
|
|
2017
Q1 | $5.59M | Buy |
74,196
+17,839
| +32% | +$1.34M | 0.15% | 151 |
|
|
2016
Q4 | $4.35M | Buy |
56,357
+50,815
| +917% | +$3.92M | 0.13% | 162 |
|
|
2016
Q3 | $330K | Buy |
5,542
+208
| +4% | +$12.4K | 0.01% | 356 |
|
|
2016
Q2 | $284K | Buy |
5,334
+190
| +4% | +$10.1K | 0.01% | 381 |
|
|
2016
Q1 | $266K | Sell |
5,144
-481
| -9% | -$24.9K | 0.01% | 389 |
|
|
2015
Q4 | $262K | Buy |
5,625
+438
| +8% | +$20.4K | 0.01% | 430 |
|
|
2015
Q3 | $264K | Buy |
5,187
+491
| +10% | +$25K | 0.01% | 436 |
|
|
2015
Q2 | $268K | Sell |
4,696
-5,055
| -52% | -$288K | 0.01% | 422 |
|
|
2015
Q1 | $516K | Buy |
9,751
+1,229
| +14% | +$65K | 0.02% | 414 |
|
|
2014
Q4 | $484K | Buy |
8,522
+353
| +4% | +$20K | 0.02% | 405 |
|
|
2014
Q3 | $446K | Buy |
8,169
+2,282
| +39% | +$125K | 0.02% | 379 |
|
|
2014
Q2 | $373K | Sell |
5,887
-3,490
| -37% | -$221K | 0.01% | 381 |
|
|
2014
Q1 | $607K | Sell |
9,377
-905
| -9% | -$58.6K | 0.02% | 380 |
|
|
2013
Q4 | $661K | Buy |
10,282
+6,099
| +146% | +$392K | 0.02% | 393 |
|
|
2013
Q3 | $228K | Buy |
4,183
+478
| +13% | +$26.1K | 0.01% | 468 |
|
|
2013
Q2 | $206K | Buy |
+3,705
| New | +$206K | 0.01% | 477 |
|