State Street’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 | $453M | Buy |
4,296,190
+313,414
| +8% | +$33.1M | 0.02% | 574 |
|
|
2025
Q1 | $404M | Buy |
3,982,776
+853,250
| +27% | +$86.6M | 0.02% | 592 |
|
|
2024
Q4 | $354M | Buy |
3,129,526
+304,875
| +11% | +$34.5M | 0.01% | 646 |
|
|
2024
Q3 | $298M | Sell |
2,824,651
-5,050
| -0.2% | -$533K | 0.01% | 708 |
|
|
2024
Q2 | $237M | Buy |
2,829,701
+95,146
| +3% | +$7.97M | 0.01% | 767 |
|
|
2024
Q1 | $239M | Sell |
2,734,555
-234,012
| -8% | -$20.5M | 0.01% | 789 |
|
|
2023
Q4 | $249M | Sell |
2,968,567
-24,406
| -0.8% | -$2.05M | 0.01% | 738 |
|
|
2023
Q3 | $187M | Sell |
2,992,973
-1,666,574
| -36% | -$104M | 0.01% | 803 |
|
|
2023
Q2 | $286M | Buy |
4,659,547
+545,025
| +13% | +$33.4M | 0.02% | 644 |
|
|
2023
Q1 | $239M | Buy |
4,114,522
+482,916
| +13% | +$28.1M | 0.01% | 705 |
|
|
2022
Q4 | $305M | Sell |
3,631,606
-57,638
| -2% | -$4.84M | 0.02% | 610 |
|
|
2022
Q3 | $312M | Sell |
3,689,244
-8,169
| -0.2% | -$692K | 0.02% | 589 |
|
|
2022
Q2 | $320M | Sell |
3,697,413
-10,732
| -0.3% | -$928K | 0.02% | 594 |
|
|
2022
Q1 | $362M | Buy |
3,708,145
+1,661,449
| +81% | +$162M | 0.02% | 622 |
|
|
2021
Q4 | $218M | Buy |
2,046,696
+157,980
| +8% | +$16.8M | 0.01% | 819 |
|
|
2021
Q3 | $183M | Sell |
1,888,716
-251,554
| -12% | -$24.4M | 0.01% | 890 |
|
|
2021
Q2 | $200M | Buy |
2,140,270
+238,248
| +13% | +$22.2M | 0.01% | 849 |
|
|
2021
Q1 | $176M | Buy |
1,902,022
+234,439
| +14% | +$21.7M | 0.01% | 846 |
|
|
2020
Q4 | $116M | Buy |
1,667,583
+42,439
| +3% | +$2.94M | 0.01% | 1042 |
|
|
2020
Q3 | $80.2M | Sell |
1,625,144
-159,392
| -9% | -$7.86M | 0.01% | 1123 |
|
|
2020
Q2 | $92.5M | Buy |
1,784,536
+102,367
| +6% | +$5.31M | 0.01% | 1014 |
|
|
2020
Q1 | $78.5M | Buy |
1,682,169
+25,271
| +2% | +$1.18M | 0.01% | 976 |
|
|
2019
Q4 | $114M | Sell |
1,656,898
-28,010
| -2% | -$1.93M | 0.01% | 965 |
|
|
2019
Q3 | $109M | Sell |
1,684,908
-313,696
| -16% | -$20.4M | 0.01% | 952 |
|
|
2019
Q2 | $132M | Sell |
1,998,604
-8,813
| -0.4% | -$583K | 0.01% | 874 |
|
|
2019
Q1 | $129M | Sell |
2,007,417
-87,932
| -4% | -$5.66M | 0.01% | 863 |
|
|
2018
Q4 | $128M | Sell |
2,095,349
-287,454
| -12% | -$17.6M | 0.01% | 781 |
|
|
2018
Q3 | $169M | Sell |
2,382,803
-20,240
| -0.8% | -$1.44M | 0.01% | 765 |
|
|
2018
Q2 | $183M | Sell |
2,403,043
-39,654
| -2% | -$3.02M | 0.02% | 721 |
|
|
2018
Q1 | $177M | Buy |
2,442,697
+87,136
| +4% | +$6.31M | 0.02% | 732 |
|
|
2017
Q4 | $169M | Buy |
2,355,561
+245,031
| +12% | +$17.6M | 0.01% | 751 |
|
|
2017
Q3 | $157M | Buy |
2,110,530
+30,680
| +1% | +$2.29M | 0.01% | 746 |
|
|
2017
Q2 | $156M | Sell |
2,079,850
-170,662
| -8% | -$12.8M | 0.01% | 742 |
|
|
2017
Q1 | $169M | Buy |
2,250,512
+438,798
| +24% | +$33M | 0.02% | 702 |
|
|
2016
Q4 | $140M | Buy |
1,811,714
+568,469
| +46% | +$43.8M | 0.01% | 754 |
|
|
2016
Q3 | $73.9M | Sell |
1,243,245
-78,586
| -6% | -$4.67M | 0.01% | 1029 |
|
|
2016
Q2 | $70.3M | Buy |
1,321,831
+7,289
| +0.6% | +$388K | 0.01% | 1011 |
|
|
2016
Q1 | $67.9M | Buy |
1,314,542
+150,084
| +13% | +$7.75M | 0.01% | 1023 |
|
|
2015
Q4 | $54.2M | Sell |
1,164,458
-1,043,070
| -47% | -$48.6M | 0.01% | 1140 |
|
|
2015
Q3 | $112M | Buy |
2,207,528
+46,196
| +2% | +$2.35M | 0.01% | 784 |
|
|
2015
Q2 | $123M | Buy |
2,161,332
+237,478
| +12% | +$13.5M | 0.01% | 784 |
|
|
2015
Q1 | $102M | Sell |
1,923,854
-100,193
| -5% | -$5.3M | 0.01% | 880 |
|
|
2014
Q4 | $115M | Sell |
2,024,047
-6,013
| -0.3% | -$342K | 0.01% | 807 |
|
|
2014
Q3 | $111M | Buy |
2,030,060
+44,434
| +2% | +$2.42M | 0.01% | 789 |
|
|
2014
Q2 | $126M | Sell |
1,985,626
-22,724
| -1% | -$1.44M | 0.01% | 771 |
|
|
2014
Q1 | $130M | Buy |
2,008,350
+657,637
| +49% | +$42.5M | 0.01% | 737 |
|
|
2013
Q4 | $86.8M | Buy |
1,350,713
+118,602
| +10% | +$7.62M | 0.01% | 919 |
|
|
2013
Q3 | $67M | Buy |
1,232,111
+192,833
| +19% | +$10.5M | 0.01% | 1001 |
|
|
2013
Q2 | $57.9M | Buy |
+1,039,278
| New | +$57.9M | 0.01% | 1015 |
|