Profund 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 | $414K | Sell |
3,938
-115
| -3% | -$12.1K | 0.01% | 532 |
|
|
2025
Q1 | $410K | Sell |
4,053
-861
| -18% | -$87K | 0.02% | 545 |
|
|
2024
Q4 | $555K | Buy |
4,914
+998
| +25% | +$113K | 0.02% | 467 |
|
|
2024
Q3 | $412K | Buy |
3,916
+423
| +12% | +$44.5K | 0.02% | 620 |
|
|
2024
Q2 | $291K | Buy |
3,493
+220
| +7% | +$18.4K | 0.01% | 729 |
|
|
2024
Q1 | $285K | Sell |
3,273
-424
| -11% | -$36.9K | 0.01% | 880 |
|
|
2023
Q4 | $309K | Buy |
3,697
+119
| +3% | +$9.94K | 0.01% | 765 |
|
|
2023
Q3 | $222K | Sell |
3,578
-545
| -13% | -$33.8K | 0.01% | 818 |
|
|
2023
Q2 | $251K | Buy |
4,123
+442
| +12% | +$26.9K | 0.01% | 823 |
|
|
2023
Q1 | $212K | Buy |
3,681
+483
| +15% | +$27.9K | 0.01% | 960 |
|
|
2022
Q4 | $267K | Buy |
3,198
+181
| +6% | +$15.1K | 0.02% | 716 |
|
|
2022
Q3 | $254K | Buy |
3,017
+89
| +3% | +$7.49K | 0.02% | 676 |
|
|
2022
Q2 | $252K | Sell |
2,928
-874
| -23% | -$75.2K | 0.02% | 749 |
|
|
2022
Q1 | $369K | Sell |
3,802
-505
| -12% | -$49K | 0.02% | 771 |
|
|
2021
Q4 | $457K | Buy |
4,307
+160
| +4% | +$17K | 0.01% | 672 |
|
|
2021
Q3 | $401K | Sell |
4,147
-3,222
| -44% | -$312K | 0.01% | 746 |
|
|
2021
Q2 | $686K | Buy |
7,369
+2,426
| +49% | +$226K | 0.02% | 499 |
|
|
2021
Q1 | $456K | Buy |
4,943
+1,073
| +28% | +$99K | 0.02% | 652 |
|
|
2020
Q4 | $267K | Buy |
+3,870
| New | +$267K | 0.01% | 904 |
|
|
2020
Q1 | – | Sell |
-5,428
| Closed | -$373K | – | 1149 |
|
|
2019
Q4 | $373K | Buy |
5,428
+114
| +2% | +$7.83K | 0.02% | 778 |
|
|
2019
Q3 | $343K | Sell |
5,314
-559
| -10% | -$36.1K | 0.02% | 838 |
|
|
2019
Q2 | $387K | Buy |
5,873
+273
| +5% | +$18K | 0.02% | 785 |
|
|
2019
Q1 | $359K | Buy |
5,600
+1,344
| +32% | +$86.2K | 0.02% | 814 |
|
|
2018
Q4 | $259K | Sell |
4,256
-1,654
| -28% | -$101K | 0.02% | 866 |
|
|
2018
Q3 | $419K | Sell |
5,910
-406
| -6% | -$28.8K | 0.02% | 948 |
|
|
2018
Q2 | $481K | Sell |
6,316
-1,346
| -18% | -$103K | 0.02% | 817 |
|
|
2018
Q1 | $555K | Sell |
7,662
-322
| -4% | -$23.3K | 0.02% | 742 |
|
|
2017
Q4 | $574K | Buy |
7,984
+1,119
| +16% | +$80.4K | 0.02% | 726 |
|
|
2017
Q3 | $511K | Buy |
6,865
+220
| +3% | +$16.4K | 0.02% | 750 |
|
|
2017
Q2 | $497K | Sell |
6,645
-3,538
| -35% | -$265K | 0.02% | 745 |
|
|
2017
Q1 | $767K | Buy |
10,183
+56
| +0.6% | +$4.22K | 0.03% | 569 |
|
|
2016
Q4 | $781K | Sell |
10,127
-167
| -2% | -$12.9K | 0.04% | 592 |
|
|
2016
Q3 | $612K | Sell |
10,294
-4,428
| -30% | -$263K | 0.03% | 645 |
|
|
2016
Q2 | $783K | Buy |
14,722
+1,023
| +7% | +$54.4K | 0.04% | 521 |
|
|
2016
Q1 | $707K | Buy |
13,699
+7,598
| +125% | +$392K | 0.04% | 524 |
|
|
2015
Q4 | $284K | Buy |
6,101
+796
| +15% | +$37.1K | 0.01% | 979 |
|
|
2015
Q3 | $270K | Sell |
5,305
-2,488
| -32% | -$127K | 0.02% | 895 |
|
|
2015
Q2 | $444K | Buy |
7,793
+1,190
| +18% | +$67.8K | 0.02% | 850 |
|
|
2015
Q1 | $349K | Buy |
6,603
+444
| +7% | +$23.5K | 0.01% | 1145 |
|
|
2014
Q4 | $350K | Buy |
6,159
+139
| +2% | +$7.9K | 0.01% | 1038 |
|
|
2014
Q3 | $328K | Sell |
6,020
-3,089
| -34% | -$168K | 0.02% | 954 |
|
|
2014
Q2 | $577K | Sell |
9,109
-963
| -10% | -$61K | 0.03% | 812 |
|
|
2014
Q1 | $652K | Sell |
10,072
-8,586
| -46% | -$556K | 0.03% | 729 |
|
|
2013
Q4 | $1.2M | Sell |
18,658
-16
| -0.1% | -$1.03K | 0.05% | 397 |
|
|
2013
Q3 | $1.02M | Buy |
18,674
+9,640
| +107% | +$524K | 0.05% | 429 |
|
|
2013
Q2 | $503K | Buy |
+9,034
| New | +$503K | 0.04% | 625 |
|