Third Avenue 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.83M | Hold |
78,245
| – | – | 1.43% | 20 |
|
|
2025
Q4 | $9M | Sell |
78,245
-19,273
| -20% | -$2.18M | 1.64% | 22 |
|
|
2025
Q3 | $11.5M | Sell |
97,518
-5,245
| -5% | -$604K | 2.17% | 16 |
|
|
2025
Q2 | $10.8M | Sell |
102,763
-33
| -0% | -$3.29K | 2.23% | 13 |
|
|
2025
Q1 | $10.4M | Hold |
102,796
| – | – | 2.08% | 16 |
|
|
2024
Q4 | $11.6M | Sell |
102,796
-8,100
| -7% | -$937K | 2.24% | 16 |
|
|
2024
Q3 | $11.7M | Sell |
110,896
-38,388
| -26% | -$3.74M | 1.91% | 18 |
|
|
2024
Q2 | $12.5M | Hold |
149,284
| – | – | 2.14% | 15 |
|
|
2024
Q1 | $13M | Hold |
149,284
| – | – | 2.07% | 15 |
|
|
2023
Q4 | $12.5M | Hold |
149,284
| – | – | 2.05% | 14 |
|
|
2023
Q3 | $9.19M | Hold |
149,284
| – | – | 1.54% | 23 |
|
|
2023
Q2 | $9.09M | Sell |
149,284
-139
| -0.1% | -$8.29K | 1.5% | 23 |
|
|
2023
Q1 | $8.62M | Buy |
149,423
+20,471
| +16% | +$1.66M | 1.47% | 23 |
|
|
2022
Q4 | $10.8M | Hold |
128,952
| – | – | 1.87% | 20 |
|
|
2022
Q3 | $10.9M | Hold |
128,952
| – | – | 2.14% | 20 |
|
|
2022
Q2 | $11.1M | Hold |
128,952
| – | – | 1.98% | 20 |
|
|
2022
Q1 | $12.5M | Sell |
128,952
-517
| -0.4% | -$52.8K | 1.71% | 19 |
|
|
2021
Q4 | $13.7M | Sell |
129,469
-16,667
| -11% | -$1.72M | 1.81% | 18 |
|
|
2021
Q3 | $14.1M | Hold |
146,136
| – | – | 1.9% | 18 |
|
|
2021
Q2 | $13.6M | Hold |
146,136
| – | – | 1.8% | 19 |
|
|
2021
Q1 | $13.5M | Hold |
146,136
| – | – | 1.78% | 20 |
|
|
2020
Q4 | $10.1M | Buy |
146,136
+57
| +0% | +$3.65K | 1.41% | 25 |
|
|
2020
Q3 | $7.16M | Sell |
146,079
-27,445
| -16% | -$1.39M | 1% | 30 |
|
|
2020
Q2 | $8.95M | Buy |
173,524
+27,263
| +19% | +$1.34M | 1.25% | 26 |
|
|
2020
Q1 | $6.78M | Buy |
146,261
+14,106
| +11% | +$858K | 1% | 27 |
|
|
2019
Q4 | $9.07M | Buy |
132,155
+10,375
| +9% | +$688K | 0.9% | 26 |
|
|
2019
Q3 | $7.87M | Sell |
121,780
-29,043
| -19% | -$1.88M | 0.71% | 33 |
|
|
2019
Q2 | $9.93M | Hold |
150,823
| – | – | 0.83% | 28 |
|
|
2019
Q1 | $10.7M | Hold |
150,823
| – | – | 0.82% | 28 |
|
|
2018
Q4 | $9.2M | Buy |
150,823
+38,958
| +35% | +$2.53M | 0.74% | 26 |
|
|
2018
Q3 | $7.93M | Buy |
111,865
+30,253
| +37% | +$2.27M | 0.45% | 36 |
|
|
2018
Q2 | $6.22M | Buy |
81,612
+221
| +0.3% | +$17K | 0.31% | 48 |
|
|
2018
Q1 | $5.89M | Hold |
81,391
| – | – | 0.3% | 53 |
|
|
2017
Q4 | $5.85M | Hold |
81,391
| – | – | 0.28% | 57 |
|
|
2017
Q3 | $6.06M | Hold |
81,391
| – | – | 0.27% | 54 |
|
|
2017
Q2 | $6.09M | Sell |
81,391
-15,300
| -16% | -$1.12M | 0.27% | 53 |
|
|
2017
Q1 | $7.28M | Sell |
96,691
-31,100
| -24% | -$2.38M | 0.33% | 45 |
|
|
2016
Q4 | $9.86M | Sell |
127,791
-14,182
| -10% | -$986K | 0.45% | 41 |
|
|
2016
Q3 | $8.44M | Hold |
141,973
| – | – | 0.39% | 39 |
|
|
2016
Q2 | $7.55M | Sell |
141,973
-8,300
| -6% | -$451K | 0.34% | 44 |
|
|
2016
Q1 | $7.76M | Sell |
150,273
-9,600
| -6% | -$461K | 0.3% | 47 |
|
|
2015
Q4 | $7.44M | Hold |
159,873
| – | – | 0.24% | 47 |
|
|
2015
Q3 | $8.12M | Hold |
159,873
| – | – | 0.22% | 54 |
|
|
2015
Q2 | $9.12M | Hold |
159,873
| – | – | 0.23% | 53 |
|
|
2015
Q1 | $8.46M | Buy |
159,873
+4,671
| +3% | +$242K | 0.21% | 61 |
|
|
2014
Q4 | $8.83M | Sell |
155,202
-330,493
| -68% | -$18.6M | 0.22% | 58 |
|
|
2014
Q3 | $26.5M | Hold |
485,695
| – | – | 0.56% | 55 |
|
|
2014
Q2 | $30.8M | Sell |
485,695
-18,165
| -4% | -$1.08M | 0.59% | 53 |
|
|
2014
Q1 | $32.6M | Buy |
503,860
+104,211
| +26% | +$6.51M | 0.63% | 50 |
|
|
2013
Q4 | $25.7M | Buy |
399,649
+17,849
| +5% | +$1.08M | 0.47% | 65 |
|
|
2013
Q3 | $20.7M | Buy |
381,800
+251,414
| +193% | +$14.7M | 0.4% | 70 |
|
|
2013
Q2 | $7.26M | Buy |
+130,386
| New | +$6.64M | 0.14% | 109 |
|
Other funds holding UMBF
UB
VPM
VCM
