TFC Financial Management’s UMB Financial UMBF Stock Holding History

TFC Financial Management’s Portfolio UMBF Stock Details UMBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$119	Hold
2025 Q2	$106	Hold
2025 Q1	$102	Hold
2024 Q4	$113	Hold
2024 Q3	$106	Hold
2024 Q2	$84	Hold
2024 Q1	$87	Buy
2023 Q2	–	Sell
2023 Q1	$174	Buy