SummerHaven Investment Management’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
Sell
2025
Q2
$978K Buy
2025
Q1
$925K Buy
2024
Q4
$1.02M Hold
2024
Q3
$948K Buy
2021
Q3
Sell
2021
Q2
$859K Buy
2021
Q1
$831K Hold
2020
Q4
$621K Buy