Rockefeller Capital Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $102K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $125K | Sell |
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|
2022
Q3 | $133K | Buy |
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|
2022
Q2 | $84K | Buy |
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|
2022
Q1 | $73K | Hold |
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|
2021
Q4 | $80K | Hold |
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|
2021
Q3 | $73K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $26K | Buy |
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|
2019
Q2 | $10K | Sell |
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|
2019
Q1 | $19K | Buy |
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