Rothschild Investment LLC’s UMB Financial UMBF Stock Holding History

Rothschild Investment LLC’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 Q2	$29.1K	Buy
2025 Q1	$27.4K	Buy
2024 Q4	$5.64K	Buy
2024 Q3	$4.73K	Buy
2024 Q2	$417	Hold
2024 Q1	$435	Buy