Private Wealth Management Group’s UMB Financial UMBF Stock Holding History

Private Wealth Management Group’s Portfolio UMBF Stock Details UMBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.14K	Hold
2025 Q2	$3.68K	Hold
2025 Q1	$3.54K	Buy
2024 Q4	$1.24K	Hold
2024 Q3	$1.16K	Hold
2024 Q2	$918	Hold
2024 Q1	$957	Hold
2023 Q4	$920	Buy