Stifel Financial’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 | $2.21M | Buy |
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|
2025
Q2 | $1.73M | Buy |
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|
2025
Q1 | $1.61M | Buy |
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|
2024
Q4 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.58M | Sell |
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|
2019
Q3 | $2.76M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $285K | Hold |
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|
2016
Q2 | $255K | Sell |
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|
2016
Q1 | $316K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $682K | Buy |
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