Securian Asset Management’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 | $572K | Buy |
5,435
+286
| +6% | +$30.1K | 0.02% | 626 |
|
2025
Q1 | $521K | Buy |
5,149
+1,851
| +56% | +$187K | 0.02% | 661 |
|
2024
Q4 | $372K | Sell |
3,298
-100
| -3% | -$11.3K | 0.01% | 794 |
|
2024
Q3 | $357K | Sell |
3,398
-100
| -3% | -$10.5K | 0.01% | 815 |
|
2024
Q2 | $292K | Hold |
3,498
| – | – | 0.01% | 843 |
|
2024
Q1 | $304K | Sell |
3,498
-200
| -5% | -$17.4K | 0.01% | 841 |
|
2023
Q4 | $309K | Hold |
3,698
| – | – | 0.01% | 850 |
|
2023
Q3 | $229K | Sell |
3,698
-172
| -4% | -$10.7K | 0.01% | 893 |
|
2023
Q2 | $236K | Sell |
3,870
-100
| -3% | -$6.09K | 0.01% | 903 |
|
2023
Q1 | $229K | Hold |
3,970
| – | – | 0.01% | 889 |
|
2022
Q4 | $332K | Hold |
3,970
| – | – | 0.01% | 809 |
|
2022
Q3 | $335K | Buy |
3,970
+111
| +3% | +$9.37K | 0.01% | 776 |
|
2022
Q2 | $332K | Hold |
3,859
| – | – | 0.01% | 849 |
|
2022
Q1 | $375K | Hold |
3,859
| – | – | 0.01% | 857 |
|
2021
Q4 | $409K | Hold |
3,859
| – | – | 0.01% | 841 |
|
2021
Q3 | $373K | Sell |
3,859
-120
| -3% | -$11.6K | 0.01% | 850 |
|
2021
Q2 | $370K | Sell |
3,979
-100
| -2% | -$9.3K | 0.01% | 859 |
|
2021
Q1 | $377K | Hold |
4,079
| – | – | 0.01% | 864 |
|
2020
Q4 | $281K | Sell |
4,079
-100
| -2% | -$6.89K | 0.01% | 886 |
|
2020
Q3 | $205K | Sell |
4,179
-100
| -2% | -$4.91K | 0.01% | 924 |
|
2020
Q2 | $221K | Sell |
4,279
-100
| -2% | -$5.17K | 0.01% | 914 |
|
2020
Q1 | $203K | Hold |
4,379
| – | – | 0.01% | 867 |
|
2019
Q4 | $301K | Sell |
4,379
-467
| -10% | -$32.1K | 0.01% | 906 |
|
2019
Q3 | $313K | Sell |
4,846
-375
| -7% | -$24.2K | 0.01% | 896 |
|
2019
Q2 | $344K | Sell |
5,221
-100
| -2% | -$6.59K | 0.01% | 895 |
|
2019
Q1 | $341K | Sell |
5,321
-100
| -2% | -$6.41K | 0.01% | 896 |
|
2018
Q4 | $331K | Sell |
5,421
-100
| -2% | -$6.11K | 0.01% | 871 |
|
2018
Q3 | $391K | Buy |
5,521
+116
| +2% | +$8.22K | 0.01% | 889 |
|
2018
Q2 | $412K | Hold |
5,405
| – | – | 0.01% | 861 |
|
2018
Q1 | $391K | Hold |
5,405
| – | – | 0.01% | 853 |
|
2017
Q4 | $389K | Sell |
5,405
-107
| -2% | -$7.7K | 0.01% | 865 |
|
2017
Q3 | $411K | Hold |
5,512
| – | – | 0.01% | 828 |
|
2017
Q2 | $413K | Sell |
5,512
-100
| -2% | -$7.49K | 0.01% | 816 |
|
2017
Q1 | $423K | Buy |
5,612
+192
| +4% | +$14.5K | 0.01% | 812 |
|
2016
Q4 | $418K | Buy |
+5,420
| New | +$418K | 0.01% | 802 |
|