UBS AM’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 | $31.2M | Buy |
296,267
+88,386
| +43% | +$9.29M | 0.01% | 872 |
|
|
2025
Q1 | $21M | Buy |
207,881
+82,083
| +65% | +$8.3M | 0.01% | 947 |
|
|
2024
Q4 | $14.2M | Buy |
125,798
+19,426
| +18% | +$2.19M | ﹤0.01% | 1094 |
|
|
2024
Q3 | $11.2M | Sell |
106,372
-3,095
| -3% | -$325K | ﹤0.01% | 1169 |
|
|
2024
Q2 | $9.13M | Buy |
109,467
+46,362
| +73% | +$3.87M | ﹤0.01% | 1179 |
|
|
2024
Q1 | $5.49M | Buy |
63,105
+6,827
| +12% | +$594K | ﹤0.01% | 1214 |
|
|
2023
Q4 | $4.7M | Buy |
56,278
+3,457
| +7% | +$289K | ﹤0.01% | 1271 |
|
|
2023
Q3 | $3.28M | Buy |
52,821
+672
| +1% | +$41.7K | ﹤0.01% | 1391 |
|
|
2023
Q2 | $3.01M | Hold |
52,149
| – | – | ﹤0.01% | 1452 |
|
|
2023
Q1 | $3.01M | Buy |
52,149
+3,397
| +7% | +$196K | ﹤0.01% | 1452 |
|
|
2022
Q4 | $4.07M | Buy |
48,752
+4,283
| +10% | +$358K | ﹤0.01% | 1231 |
|
|
2022
Q3 | $3.75M | Sell |
44,469
-8,634
| -16% | -$728K | ﹤0.01% | 1303 |
|
|
2022
Q2 | $4.57M | Buy |
53,103
+446
| +0.8% | +$38.4K | ﹤0.01% | 1241 |
|
|
2022
Q1 | $5.12M | Sell |
52,657
-2,560
| -5% | -$249K | ﹤0.01% | 1343 |
|
|
2021
Q4 | $5.86M | Sell |
55,217
-633
| -1% | -$67.2K | ﹤0.01% | 1342 |
|
|
2021
Q3 | $5.4M | Hold |
55,850
| – | – | ﹤0.01% | 1320 |
|
|
2021
Q2 | $5.2M | Buy |
55,850
+2,963
| +6% | +$276K | ﹤0.01% | 1350 |
|
|
2021
Q1 | $4.88M | Buy |
52,887
+762
| +1% | +$70.4K | ﹤0.01% | 1353 |
|
|
2020
Q4 | $3.6M | Sell |
52,125
-3,428
| -6% | -$236K | ﹤0.01% | 1434 |
|
|
2020
Q3 | $2.72M | Sell |
55,553
-2,636
| -5% | -$129K | ﹤0.01% | 1416 |
|
|
2020
Q2 | $3M | Buy |
58,189
+6,529
| +13% | +$337K | ﹤0.01% | 1349 |
|
|
2020
Q1 | $2.4M | Buy |
51,660
+262
| +0.5% | +$12.2K | ﹤0.01% | 1336 |
|
|
2019
Q4 | $3.53M | Buy |
51,398
+2,841
| +6% | +$195K | ﹤0.01% | 1340 |
|
|
2019
Q3 | $3.14M | Buy |
48,557
+5,884
| +14% | +$380K | ﹤0.01% | 1409 |
|
|
2019
Q2 | $2.81M | Buy |
42,673
+6,835
| +19% | +$450K | ﹤0.01% | 1426 |
|
|
2019
Q1 | $2.3M | Buy |
35,838
+3,763
| +12% | +$241K | ﹤0.01% | 1451 |
|
|
2018
Q4 | $1.96M | Buy |
32,075
+28
| +0.1% | +$1.71K | ﹤0.01% | 1435 |
|
|
2018
Q3 | $2.27M | Buy |
32,047
+505
| +2% | +$35.8K | ﹤0.01% | 1452 |
|
|
2018
Q2 | $2.4M | Buy |
31,542
+372
| +1% | +$28.4K | ﹤0.01% | 1418 |
|
|
2018
Q1 | $2.26M | Buy |
31,170
+2,948
| +10% | +$213K | ﹤0.01% | 1415 |
|
|
2017
Q4 | $2.03M | Buy |
28,222
+982
| +4% | +$70.6K | ﹤0.01% | 1432 |
|
|
2017
Q3 | $2.03M | Buy |
27,240
+1,854
| +7% | +$138K | ﹤0.01% | 1395 |
|
|
2017
Q2 | $1.9M | Buy |
25,386
+2,315
| +10% | +$173K | ﹤0.01% | 1389 |
|
|
2017
Q1 | $1.74M | Buy |
23,071
+3,128
| +16% | +$236K | ﹤0.01% | 1402 |
|
|
2016
Q4 | $1.54M | Sell |
19,943
-11,548
| -37% | -$891K | ﹤0.01% | 1393 |
|
|
2016
Q3 | $1.87M | Buy |
31,491
+1,539
| +5% | +$91.5K | ﹤0.01% | 1403 |
|
|
2016
Q2 | $1.59M | Hold |
29,952
| – | – | ﹤0.01% | 1441 |
|
|
2016
Q1 | $1.55M | Sell |
29,952
-2,278
| -7% | -$118K | ﹤0.01% | 1460 |
|
|
2015
Q4 | $1.5M | Buy |
32,230
+1,787
| +6% | +$83.2K | ﹤0.01% | 1573 |
|
|
2015
Q3 | $1.55M | Buy |
30,443
+11,777
| +63% | +$598K | ﹤0.01% | 1543 |
|
|
2015
Q2 | $1.06M | Buy |
18,666
+1,567
| +9% | +$89.3K | ﹤0.01% | 1655 |
|
|
2015
Q1 | $904K | Buy |
17,099
+500
| +3% | +$26.4K | ﹤0.01% | 1676 |
|
|
2014
Q4 | $944K | Buy |
16,599
+700
| +4% | +$39.8K | ﹤0.01% | 1617 |
|
|
2014
Q3 | $867K | Hold |
15,899
| – | – | ﹤0.01% | 1616 |
|
|
2014
Q2 | $1.01M | Hold |
15,899
| – | – | ﹤0.01% | 1575 |
|
|
2014
Q1 | $1.03M | Buy |
15,899
+2,300
| +17% | +$149K | ﹤0.01% | 1551 |
|
|
2013
Q4 | $874K | Buy |
13,599
+400
| +3% | +$25.7K | ﹤0.01% | 1565 |
|
|
2013
Q3 | $717K | Hold |
13,199
| – | – | ﹤0.01% | 1627 |
|
|
2013
Q2 | $735K | Buy |
+13,199
| New | +$735K | ﹤0.01% | 1564 |
|