Plante Moran Financial Advisors’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	$36.4K	Buy	+346	New	+$36.4K	﹤0.01%	387
2016 Q1	–	Sell	-100	Closed	-$5K	–	1036
2015 Q4	$5K	Buy	+100	New	+$5K	﹤0.01%	739