SEI Investments’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 | $23.8M | Sell |
226,720
-144,088
| -39% | -$15.2M | 0.03% | 620 |
|
|
2025
Q1 | $37.5M | Buy |
370,808
+117,639
| +46% | +$11.9M | 0.05% | 411 |
|
|
2024
Q4 | $28.6M | Buy |
253,169
+12,206
| +5% | +$1.38M | 0.04% | 515 |
|
|
2024
Q3 | $25.3M | Buy |
240,963
+24,521
| +11% | +$2.58M | 0.03% | 562 |
|
|
2024
Q2 | $18.1M | Buy |
216,442
+46,079
| +27% | +$3.84M | 0.03% | 651 |
|
|
2024
Q1 | $14.8M | Buy |
170,363
+14,674
| +9% | +$1.28M | 0.02% | 745 |
|
|
2023
Q4 | $13M | Sell |
155,689
-38,420
| -20% | -$3.21M | 0.02% | 762 |
|
|
2023
Q3 | $12M | Buy |
194,109
+17,164
| +10% | +$1.07M | 0.02% | 758 |
|
|
2023
Q2 | $10.8M | Buy |
176,945
+11,751
| +7% | +$716K | 0.02% | 832 |
|
|
2023
Q1 | $9.53M | Buy |
165,194
+12,244
| +8% | +$707K | 0.02% | 873 |
|
|
2022
Q4 | $12.8M | Sell |
152,950
-15,693
| -9% | -$1.31M | 0.03% | 625 |
|
|
2022
Q3 | $14.2M | Sell |
168,643
-7,802
| -4% | -$658K | 0.03% | 606 |
|
|
2022
Q2 | $15.2M | Buy |
176,445
+59,393
| +51% | +$5.11M | 0.03% | 583 |
|
|
2022
Q1 | $11.4M | Buy |
117,052
+12,978
| +12% | +$1.26M | 0.02% | 713 |
|
|
2021
Q4 | $11M | Buy |
104,074
+876
| +0.8% | +$93K | 0.02% | 748 |
|
|
2021
Q3 | $9.98M | Buy |
103,198
+20,839
| +25% | +$2.02M | 0.02% | 742 |
|
|
2021
Q2 | $7.66M | Buy |
82,359
+17,993
| +28% | +$1.67M | 0.02% | 871 |
|
|
2021
Q1 | $5.94M | Buy |
64,366
+16,909
| +36% | +$1.56M | 0.02% | 937 |
|
|
2020
Q4 | $3.27M | Buy |
47,457
+5,389
| +13% | +$372K | 0.01% | 1156 |
|
|
2020
Q3 | $2.06M | Buy |
42,068
+5,830
| +16% | +$286K | 0.01% | 1277 |
|
|
2020
Q2 | $1.87M | Sell |
36,238
-37,877
| -51% | -$1.95M | 0.01% | 1298 |
|
|
2020
Q1 | $3.38M | Sell |
74,115
-2,525
| -3% | -$115K | 0.01% | 925 |
|
|
2019
Q4 | $5.22M | Sell |
76,640
-75
| -0.1% | -$5.1K | 0.02% | 899 |
|
|
2019
Q3 | $4.91M | Buy |
76,715
+2,131
| +3% | +$136K | 0.01% | 939 |
|
|
2019
Q2 | $4.91M | Sell |
74,584
-343
| -0.5% | -$22.6K | 0.02% | 943 |
|
|
2019
Q1 | $4.8M | Buy |
74,927
+5,790
| +8% | +$371K | 0.02% | 926 |
|
|
2018
Q4 | $4.9M | Hold |
69,137
| – | – | 0.02% | 906 |
|
|
2018
Q3 | $4.9M | Buy |
69,137
+22,269
| +48% | +$1.58M | 0.02% | 872 |
|
|
2018
Q2 | $3.57M | Buy |
46,868
+6,573
| +16% | +$501K | 0.01% | 1085 |
|
|
2018
Q1 | $2.92M | Buy |
40,295
+8,568
| +27% | +$620K | 0.01% | 1063 |
|
|
2017
Q4 | $2.28M | Buy |
31,727
+2,909
| +10% | +$209K | 0.01% | 1228 |
|
|
2017
Q3 | $2.15M | Buy |
28,818
+1,353
| +5% | +$101K | 0.01% | 1190 |
|
|
2017
Q2 | $2.06M | Buy |
27,465
+4
| +0% | +$299 | 0.01% | 1183 |
|
|
2017
Q1 | $2.07M | Sell |
27,461
-5,270
| -16% | -$397K | 0.01% | 1138 |
|
|
2016
Q4 | $2.52M | Buy |
32,731
+7,629
| +30% | +$588K | 0.01% | 1070 |
|
|
2016
Q3 | $1.49M | Sell |
25,102
-6,127
| -20% | -$364K | 0.01% | 1159 |
|
|
2016
Q2 | $1.66M | Buy |
31,229
+16,790
| +116% | +$894K | 0.01% | 1051 |
|
|
2016
Q1 | $745K | Buy |
14,439
+9,012
| +166% | +$465K | ﹤0.01% | 1215 |
|
|
2015
Q4 | $253K | Sell |
5,427
-7,330
| -57% | -$342K | ﹤0.01% | 1504 |
|
|
2015
Q3 | $648K | Buy |
12,757
+2,418
| +23% | +$123K | 0.01% | 1191 |
|
|
2015
Q2 | $590K | Buy |
+10,339
| New | +$590K | 0.01% | 1138 |
|