Swiss National Bank’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 | $14.6M | Sell |
138,720
-1,600
| -1% | -$168K | 0.01% | 748 |
|
|
2025
Q1 | $14.2M | Buy |
140,320
+49,220
| +54% | +$4.98M | 0.01% | 743 |
|
|
2024
Q4 | $10.3M | Buy |
91,100
+700
| +0.8% | +$79K | 0.01% | 934 |
|
|
2024
Q3 | $9.5M | Sell |
90,400
-700
| -0.8% | -$73.6K | 0.01% | 969 |
|
|
2024
Q2 | $7.6M | Buy |
91,100
+300
| +0.3% | +$25K | 0.01% | 1022 |
|
|
2024
Q1 | $7.9M | Hold |
90,800
| – | – | 0.01% | 1031 |
|
|
2023
Q4 | $7.59M | Sell |
90,800
-10,500
| -10% | -$877K | 0.01% | 1040 |
|
|
2023
Q3 | $6.29M | Buy |
101,300
+1,000
| +1% | +$62.1K | ﹤0.01% | 1131 |
|
|
2023
Q2 | $6.11M | Buy |
100,300
+1,200
| +1% | +$73.1K | ﹤0.01% | 1191 |
|
|
2023
Q1 | $5.72M | Sell |
99,100
-11,700
| -11% | -$675K | ﹤0.01% | 1181 |
|
|
2022
Q4 | $9.25M | Buy |
110,800
+1,800
| +2% | +$150K | 0.01% | 961 |
|
|
2022
Q3 | $9.19M | Buy |
109,000
+400
| +0.4% | +$33.7K | 0.01% | 925 |
|
|
2022
Q2 | $9.35M | Hold |
108,600
| – | – | 0.01% | 955 |
|
|
2022
Q1 | $10.6M | Buy |
108,600
+7,400
| +7% | +$719K | 0.01% | 995 |
|
|
2021
Q4 | $10.7M | Sell |
101,200
-200
| -0.2% | -$21.2K | 0.01% | 975 |
|
|
2021
Q3 | $9.81M | Buy |
101,400
+900
| +0.9% | +$87K | 0.01% | 1016 |
|
|
2021
Q2 | $9.35M | Sell |
100,500
-3,800
| -4% | -$354K | 0.01% | 1047 |
|
|
2021
Q1 | $9.63M | Buy |
104,300
+1,200
| +1% | +$111K | 0.01% | 1018 |
|
|
2020
Q4 | $7.11M | Sell |
103,100
-500
| -0.5% | -$34.5K | 0.01% | 1136 |
|
|
2020
Q3 | $5.08M | Sell |
103,600
-600
| -0.6% | -$29.4K | ﹤0.01% | 1169 |
|
|
2020
Q2 | $5.37M | Buy |
104,200
+13,700
| +15% | +$706K | ﹤0.01% | 1104 |
|
|
2020
Q1 | $4.2M | Buy |
90,500
+1,300
| +1% | +$60.3K | ﹤0.01% | 1027 |
|
|
2019
Q4 | $6.12M | Buy |
89,200
+1,400
| +2% | +$96.1K | 0.01% | 1024 |
|
|
2019
Q3 | $5.67M | Sell |
87,800
-300
| -0.3% | -$19.4K | 0.01% | 1022 |
|
|
2019
Q2 | $5.8M | Buy |
88,100
+6,300
| +8% | +$415K | 0.01% | 1031 |
|
|
2019
Q1 | $5.24M | Buy |
81,800
+2,100
| +3% | +$134K | 0.01% | 1048 |
|
|
2018
Q4 | $4.86M | Buy |
79,700
+1,200
| +2% | +$73.2K | 0.01% | 997 |
|
|
2018
Q3 | $5.57M | Hold |
78,500
| – | – | 0.01% | 1044 |
|
|
2018
Q2 | $5.98M | Buy |
78,500
+4,400
| +6% | +$335K | 0.01% | 973 |
|
|
2018
Q1 | $5.36M | Buy |
74,100
+1,700
| +2% | +$123K | 0.01% | 1001 |
|
|
2017
Q4 | $5.21M | Buy |
72,400
+1,600
| +2% | +$115K | 0.01% | 1030 |
|
|
2017
Q3 | $5.27M | Hold |
70,800
| – | – | 0.01% | 986 |
|
|
2017
Q2 | $5.3M | Buy |
70,800
+1,100
| +2% | +$82.3K | 0.01% | 959 |
|
|
2017
Q1 | $5.25M | Buy |
69,700
+500
| +0.7% | +$37.7K | 0.01% | 950 |
|
|
2016
Q4 | $5.34M | Buy |
69,200
+1,200
| +2% | +$92.5K | 0.01% | 924 |
|
|
2016
Q3 | $4.04M | Sell |
68,000
-2,700
| -4% | -$161K | 0.01% | 1044 |
|
|
2016
Q2 | $3.76M | Buy |
70,700
+700
| +1% | +$37.2K | 0.01% | 1066 |
|
|
2016
Q1 | $3.49M | Buy |
70,000
+15,600
| +29% | +$778K | 0.01% | 1085 |
|
|
2015
Q4 | $2.53M | Buy |
54,400
+3,200
| +6% | +$149K | 0.01% | 1174 |
|
|
2015
Q3 | $2.6M | Buy |
51,200
+6,500
| +15% | +$330K | 0.01% | 1137 |
|
|
2015
Q2 | $2.55M | Buy |
44,700
+600
| +1% | +$34.2K | 0.01% | 1158 |
|
|
2015
Q1 | $2.33M | Buy |
44,100
+800
| +2% | +$42.3K | 0.01% | 1188 |
|
|
2014
Q4 | $2.46M | Buy |
43,300
+1,000
| +2% | +$56.9K | 0.01% | 1125 |
|
|
2014
Q3 | $2.31M | Sell |
42,300
-800
| -2% | -$43.6K | 0.01% | 1107 |
|
|
2014
Q2 | $2.73M | Hold |
43,100
| – | – | 0.01% | 1065 |
|
|
2014
Q1 | $2.79M | Buy |
43,100
+7,400
| +21% | +$479K | 0.01% | 1019 |
|
|
2013
Q4 | $2.3M | Hold |
35,700
| – | – | 0.01% | 991 |
|
|
2013
Q3 | $1.94M | Buy |
35,700
+3,300
| +10% | +$179K | 0.01% | 1031 |
|
|
2013
Q2 | $1.8M | Buy |
+32,400
| New | +$1.8M | 0.01% | 1044 |
|