Systematic Financial Management’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	$36.5M	Buy	347,009 +11,599	+3%	+$1.22M	0.97%	28
2025 Q1	$33.9M	Buy	335,410 +10,168	+3%	+$1.03M	0.97%	26
2024 Q4	$36.7M	Buy	325,242 +4,692	+1%	+$530K	0.93%	30
2024 Q3	$33.7M	Buy	320,550 +261,055	+439%	+$27.4M	0.86%	29
2024 Q2	$4.96M	Buy	+59,495	New	+$4.96M	0.15%	146