Stifel Financial’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 | $1.73M | Buy |
16,430
+476
| +3% | +$50.1K | ﹤0.01% | 1952 |
|
|
2025
Q1 | $1.61M | Buy |
15,954
+14,016
| +723% | +$1.42M | ﹤0.01% | 1907 |
|
|
2024
Q4 | $219K | Buy |
+1,938
| New | +$219K | ﹤0.01% | 3122 |
|
|
2020
Q1 | – | Sell |
-22,976
| Closed | -$1.58M | – | 3084 |
|
|
2019
Q4 | $1.58M | Sell |
22,976
-19,711
| -46% | -$1.35M | ﹤0.01% | 1497 |
|
|
2019
Q3 | $2.76M | Buy |
+42,687
| New | +$2.76M | 0.01% | 1106 |
|
|
2016
Q4 | – | Sell |
-4,800
| Closed | -$285K | – | 2553 |
|
|
2016
Q3 | $285K | Hold |
4,800
| – | – | ﹤0.01% | 2009 |
|
|
2016
Q2 | $255K | Sell |
4,800
-1,309
| -21% | -$69.5K | ﹤0.01% | 2136 |
|
|
2016
Q1 | $316K | Buy |
+6,109
| New | +$316K | ﹤0.01% | 1797 |
|
|
2014
Q4 | – | Sell |
-12,500
| Closed | -$682K | – | 2396 |
|
|
2014
Q3 | $682K | Buy |
+12,500
| New | +$682K | 0.01% | 1346 |
|