UBS Group’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 | $35.4M | Sell |
336,915
-105,020
| -24% | -$11M | 0.01% | 1447 |
|
|
2025
Q1 | $44.7M | Buy |
441,935
+165,923
| +60% | +$16.8M | 0.01% | 1248 |
|
|
2024
Q4 | $31.2M | Buy |
276,012
+20,729
| +8% | +$2.34M | 0.01% | 1430 |
|
|
2024
Q3 | $26.8M | Buy |
255,283
+36,237
| +17% | +$3.81M | 0.01% | 1125 |
|
|
2024
Q2 | $18.3M | Buy |
219,046
+166,291
| +315% | +$13.9M | ﹤0.01% | 1283 |
|
|
2024
Q1 | $4.59M | Sell |
52,755
-16,903
| -24% | -$1.47M | ﹤0.01% | 2267 |
|
|
2023
Q4 | $5.82M | Buy |
69,658
+8,747
| +14% | +$731K | ﹤0.01% | 1895 |
|
|
2023
Q3 | $3.78M | Buy |
60,911
+40,479
| +198% | +$2.51M | ﹤0.01% | 2069 |
|
|
2023
Q2 | $1.24M | Sell |
20,432
-14,181
| -41% | -$864K | ﹤0.01% | 3111 |
|
|
2023
Q1 | $2M | Buy |
34,613
+6,120
| +21% | +$353K | ﹤0.01% | 2601 |
|
|
2022
Q4 | $2.38M | Buy |
28,493
+20,629
| +262% | +$1.72M | ﹤0.01% | 2426 |
|
|
2022
Q3 | $663K | Sell |
7,864
-8,257
| -51% | -$696K | ﹤0.01% | 3156 |
|
|
2022
Q2 | $1.39M | Sell |
16,121
-11,065
| -41% | -$953K | ﹤0.01% | 2629 |
|
|
2022
Q1 | $2.64M | Sell |
27,186
-153,177
| -85% | -$14.9M | ﹤0.01% | 2438 |
|
|
2021
Q4 | $19.1M | Buy |
180,363
+146,244
| +429% | +$15.5M | 0.01% | 1140 |
|
|
2021
Q3 | $3.3M | Buy |
34,119
+8,517
| +33% | +$824K | ﹤0.01% | 2379 |
|
|
2021
Q2 | $2.38M | Sell |
25,602
-8,545
| -25% | -$795K | ﹤0.01% | 2612 |
|
|
2021
Q1 | $3.15M | Sell |
34,147
-9,803
| -22% | -$905K | ﹤0.01% | 2353 |
|
|
2020
Q4 | $3.03M | Sell |
43,950
-4,647
| -10% | -$321K | ﹤0.01% | 2265 |
|
|
2020
Q3 | $2.38M | Buy |
48,597
+27,719
| +133% | +$1.36M | ﹤0.01% | 2282 |
|
|
2020
Q2 | $1.08M | Sell |
20,878
-4,486
| -18% | -$231K | ﹤0.01% | 2766 |
|
|
2020
Q1 | $1.18M | Sell |
25,364
-57,505
| -69% | -$2.67M | ﹤0.01% | 2550 |
|
|
2019
Q4 | $5.69M | Buy |
82,869
+36,504
| +79% | +$2.51M | ﹤0.01% | 1917 |
|
|
2019
Q3 | $2.99M | Buy |
46,365
+24,787
| +115% | +$1.6M | ﹤0.01% | 2281 |
|
|
2019
Q2 | $1.42M | Buy |
21,578
+15,410
| +250% | +$1.01M | ﹤0.01% | 2770 |
|
|
2019
Q1 | $395K | Sell |
6,168
-22,729
| -79% | -$1.46M | ﹤0.01% | 3487 |
|
|
2018
Q4 | $1.76M | Buy |
28,897
+2,788
| +11% | +$170K | ﹤0.01% | 2539 |
|
|
2018
Q3 | $1.85M | Buy |
26,109
+11,202
| +75% | +$794K | ﹤0.01% | 2665 |
|
|
2018
Q2 | $1.14M | Buy |
14,907
+10,706
| +255% | +$816K | ﹤0.01% | 2976 |
|
|
2018
Q1 | $304K | Sell |
4,201
-7
| -0.2% | -$507 | ﹤0.01% | 3742 |
|
|
2017
Q4 | $303K | Sell |
4,208
-2,265
| -35% | -$163K | ﹤0.01% | 3759 |
|
|
2017
Q3 | $482K | Buy |
6,473
+2,369
| +58% | +$176K | ﹤0.01% | 3477 |
|
|
2017
Q2 | $307K | Sell |
4,104
-5,608
| -58% | -$420K | ﹤0.01% | 3654 |
|
|
2017
Q1 | $732K | Sell |
9,712
-13,596
| -58% | -$1.02M | ﹤0.01% | 3038 |
|
|
2016
Q4 | $1.8M | Buy |
23,308
+19,057
| +448% | +$1.47M | ﹤0.01% | 2364 |
|
|
2016
Q3 | $253K | Sell |
4,251
-1,413
| -25% | -$84.1K | ﹤0.01% | 3579 |
|
|
2016
Q2 | $301K | Sell |
5,664
-142
| -2% | -$7.55K | ﹤0.01% | 3491 |
|
|
2016
Q1 | $300K | Sell |
5,806
-1,098
| -16% | -$56.7K | ﹤0.01% | 3496 |
|
|
2015
Q4 | $321K | Buy |
6,904
+971
| +16% | +$45.1K | ﹤0.01% | 3456 |
|
|
2015
Q3 | $301K | Sell |
5,933
-10,057
| -63% | -$510K | ﹤0.01% | 3431 |
|
|
2015
Q2 | $912K | Buy |
15,990
+11,397
| +248% | +$650K | ﹤0.01% | 2864 |
|
|
2015
Q1 | $242K | Sell |
4,593
-40
| -0.9% | -$2.11K | ﹤0.01% | 3675 |
|
|
2014
Q4 | $263K | Buy |
+4,633
| New | +$263K | ﹤0.01% | 3595 |
|