UMB Bank’s SolarWinds Corporation Common Stock SWI Stock Holding History

UMB Bank’s Portfolio SWI Stock Details SWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-102	Closed	-$1.88K	–	2199
2025 Q1	$1.88K	Buy	+102	New	+$1.71K	﹤0.01%	1979

Other funds holding SWI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UMB Bank's SWI Position: Q2 2025 in Review

UMB Bank sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 102 shares — an estimated $1.88K sold.

UMB Bank first reported a position in SWI in Q1 2025 and held it in 1 quarter. The position peaked at $1.88K in Q1 2025. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

UMB Bank reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
UMB Bank sold 102 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $1.88K.
UMB Bank first reported a position in SolarWinds Corporation Common Stock in Q1 2025 and held it in 1 quarter.
UMB Bank's SolarWinds Corporation Common Stock position peaked at $1.88K in Q1 2025.
1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on UMB Bank's 13F filing for Q2 2025, filed 10 Jul 2025.