Principal Financial Group’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 | $81.7M | Sell |
776,882
-62,891
| -7% | -$6.61M | 0.04% | 335 |
|
|
2025
Q1 | $84.9M | Buy |
839,773
+34,583
| +4% | +$3.5M | 0.05% | 310 |
|
|
2024
Q4 | $90.9M | Sell |
805,190
-61,658
| -7% | -$6.96M | 0.05% | 311 |
|
|
2024
Q3 | $91.1M | Buy |
866,848
+694,751
| +404% | +$73M | 0.05% | 310 |
|
|
2024
Q2 | $14.4M | Sell |
172,097
-15,491
| -8% | -$1.29M | 0.01% | 1062 |
|
|
2024
Q1 | $16.3M | Buy |
187,588
+24,379
| +15% | +$2.12M | 0.01% | 1051 |
|
|
2023
Q4 | $13.6M | Sell |
163,209
-982
| -0.6% | -$82K | 0.01% | 1128 |
|
|
2023
Q3 | $10.2M | Sell |
164,191
-1,196
| -0.7% | -$74.2K | 0.01% | 1217 |
|
|
2023
Q2 | $10.1M | Sell |
165,387
-7,405
| -4% | -$451K | 0.01% | 1253 |
|
|
2023
Q1 | $9.97M | Buy |
172,792
+3,547
| +2% | +$205K | 0.01% | 1246 |
|
|
2022
Q4 | $14.1M | Buy |
169,245
+5
| +0% | +$418 | 0.01% | 1043 |
|
|
2022
Q3 | $14.3M | Buy |
169,240
+1,772
| +1% | +$149K | 0.01% | 984 |
|
|
2022
Q2 | $14.4M | Sell |
167,468
-23,360
| -12% | -$2.01M | 0.01% | 1060 |
|
|
2022
Q1 | $18.5M | Sell |
190,828
-22,062
| -10% | -$2.14M | 0.01% | 964 |
|
|
2021
Q4 | $22.6M | Buy |
212,890
+11,008
| +5% | +$1.17M | 0.01% | 862 |
|
|
2021
Q3 | $19.5M | Sell |
201,882
-2,460
| -1% | -$238K | 0.01% | 969 |
|
|
2021
Q2 | $19M | Buy |
204,342
+53,776
| +36% | +$5M | 0.01% | 1016 |
|
|
2021
Q1 | $13.9M | Buy |
150,566
+25,112
| +20% | +$2.32M | 0.01% | 1199 |
|
|
2020
Q4 | $8.66M | Sell |
125,454
-215
| -0.2% | -$14.8K | 0.01% | 1319 |
|
|
2020
Q3 | $6.16M | Sell |
125,669
-5,869
| -4% | -$288K | 0.01% | 1358 |
|
|
2020
Q2 | $6.78M | Sell |
131,538
-1,016
| -0.8% | -$52.4K | 0.01% | 1283 |
|
|
2020
Q1 | $6.15M | Sell |
132,554
-50,870
| -28% | -$2.36M | 0.01% | 1173 |
|
|
2019
Q4 | $12.6M | Sell |
183,424
-3,264
| -2% | -$224K | 0.01% | 1118 |
|
|
2019
Q3 | $12.1M | Sell |
186,688
-4,376
| -2% | -$283K | 0.01% | 1109 |
|
|
2019
Q2 | $12.6M | Sell |
191,064
-3,019
| -2% | -$199K | 0.01% | 1096 |
|
|
2019
Q1 | $12.4M | Sell |
194,083
-3,035
| -2% | -$194K | 0.01% | 1109 |
|
|
2018
Q4 | $12M | Sell |
197,118
-3,597
| -2% | -$219K | 0.01% | 1057 |
|
|
2018
Q3 | $14.2M | Buy |
200,715
+4,727
| +2% | +$335K | 0.01% | 1089 |
|
|
2018
Q2 | $14.9M | Buy |
195,988
+4,660
| +2% | +$355K | 0.01% | 1028 |
|
|
2018
Q1 | $13.9M | Buy |
191,328
+5,855
| +3% | +$424K | 0.01% | 1047 |
|
|
2017
Q4 | $13.3M | Sell |
185,473
-712
| -0.4% | -$51.2K | 0.01% | 1086 |
|
|
2017
Q3 | $13.9M | Sell |
186,185
-1,213
| -0.6% | -$90.4K | 0.01% | 1034 |
|
|
2017
Q2 | $14M | Buy |
187,398
+9,882
| +6% | +$740K | 0.01% | 1005 |
|
|
2017
Q1 | $13.4M | Buy |
177,516
+2,112
| +1% | +$159K | 0.02% | 1017 |
|
|
2016
Q4 | $13.5M | Sell |
175,404
-146,347
| -45% | -$11.3M | 0.02% | 973 |
|
|
2016
Q3 | $19.1M | Buy |
321,751
+17,163
| +6% | +$1.02M | 0.03% | 683 |
|
|
2016
Q2 | $16.2M | Buy |
304,588
+10,345
| +4% | +$550K | 0.02% | 743 |
|
|
2016
Q1 | $15.2M | Buy |
294,243
+13,065
| +5% | +$675K | 0.02% | 742 |
|
|
2015
Q4 | $13.1M | Buy |
281,178
+12,072
| +4% | +$562K | 0.02% | 783 |
|
|
2015
Q3 | $13.7M | Buy |
269,106
+14,455
| +6% | +$734K | 0.02% | 736 |
|
|
2015
Q2 | $14.5M | Buy |
254,651
+13,228
| +5% | +$754K | 0.02% | 741 |
|
|
2015
Q1 | $12.8M | Buy |
241,423
+6,382
| +3% | +$338K | 0.02% | 800 |
|
|
2014
Q4 | $13.4M | Buy |
235,041
+575
| +0.2% | +$32.7K | 0.02% | 756 |
|
|
2014
Q3 | $12.8M | Sell |
234,466
-2,216
| -0.9% | -$121K | 0.02% | 744 |
|
|
2014
Q2 | $15M | Sell |
236,682
-923
| -0.4% | -$58.5K | 0.03% | 684 |
|
|
2014
Q1 | $15.4M | Buy |
237,605
+8,678
| +4% | +$561K | 0.03% | 651 |
|
|
2013
Q4 | $14.7M | Buy |
228,927
+17,755
| +8% | +$1.14M | 0.03% | 641 |
|
|
2013
Q3 | $11.5M | Buy |
211,172
+30,432
| +17% | +$1.65M | 0.02% | 737 |
|
|
2013
Q2 | $10.1M | Buy |
+180,740
| New | +$10.1M | 0.02% | 765 |
|