UB
UMB Bank’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458M | Sell |
4,353,205
-44,181
| -1% | -$4.65M | 7.13% | 1 |
|
|
2025
Q1 | $445M | Sell |
4,397,386
-11,396
| -0.3% | -$1.15M | 7.33% | 1 |
|
|
2024
Q4 | $498M | Sell |
4,408,782
-290,779
| -6% | -$32.8M | 7.87% | 1 |
|
|
2024
Q3 | $494M | Sell |
4,699,561
-416,133
| -8% | -$43.7M | 7.69% | 1 |
|
|
2024
Q2 | $427M | Sell |
5,115,694
-125,937
| -2% | -$10.5M | 7% | 1 |
|
|
2024
Q1 | $456M | Sell |
5,241,631
-63,789
| -1% | -$5.55M | 7.22% | 1 |
|
|
2023
Q4 | $443M | Sell |
5,305,420
-244,122
| -4% | -$20.4M | 6.48% | 1 |
|
|
2023
Q3 | $344M | Sell |
5,549,542
-132,763
| -2% | -$8.24M | 5.53% | 1 |
|
|
2023
Q2 | $346M | Sell |
5,682,305
-27,771
| -0.5% | -$1.69M | 5.25% | 1 |
|
|
2023
Q1 | $330M | Buy |
5,710,076
+3,079
| +0.1% | +$178K | 5.27% | 2 |
|
|
2022
Q4 | $477M | Sell |
5,706,997
-30,731
| -0.5% | -$2.57M | 7.54% | 1 |
|
|
2022
Q3 | $484M | Sell |
5,737,728
-75,807
| -1% | -$6.39M | 8.16% | 1 |
|
|
2022
Q2 | $501M | Sell |
5,813,535
-7,134
| -0.1% | -$614K | 7.79% | 1 |
|
|
2022
Q1 | $566M | Sell |
5,820,669
-136,555
| -2% | -$13.3M | 7.48% | 1 |
|
|
2021
Q4 | $632M | Buy |
5,957,224
+1,055,926
| +22% | +$112M | 7.98% | 1 |
|
|
2021
Q3 | $474M | Sell |
4,901,298
-16,039
| -0.3% | -$1.55M | 10.66% | 1 |
|
|
2021
Q2 | $458M | Sell |
4,917,337
-107,326
| -2% | -$9.99M | 10.48% | 1 |
|
|
2021
Q1 | $464M | Sell |
5,024,663
-76,614
| -2% | -$7.07M | 11.34% | 1 |
|
|
2020
Q4 | $352M | Sell |
5,101,277
-74,530
| -1% | -$5.14M | 9.48% | 1 |
|
|
2020
Q3 | $267M | Hold |
5,175,807
| – | – | 8.27% | 1 |
|
|
2020
Q2 | $267M | Sell |
5,175,807
-34,653
| -0.7% | -$1.79M | 8.27% | 1 |
|
|
2020
Q1 | $242M | Sell |
5,210,460
-73,717
| -1% | -$3.42M | 8.66% | 1 |
|
|
2019
Q4 | $363M | Sell |
5,284,177
-94,522
| -2% | -$6.49M | 9.99% | 1 |
|
|
2019
Q3 | $347K | Sell |
5,378,699
-98,587
| -2% | -$6.37K | 8.34% | 2 |
|
|
2019
Q2 | $361K | Sell |
5,477,286
-102,634
| -2% | -$6.76K | 8.85% | 2 |
|
|
2019
Q1 | $357M | Sell |
5,579,920
-51,208
| -0.9% | -$3.28M | 10.9% | 1 |
|
|
2018
Q4 | $343K | Buy |
5,631,128
+7,010
| +0.1% | +$427 | 10.48% | 2 |
|
|
2018
Q3 | $399M | Sell |
5,624,118
-9,438
| -0.2% | -$669K | 11.85% | 1 |
|
|
2018
Q2 | $429M | Sell |
5,633,556
-106,428
| -2% | -$8.11M | 13.63% | 1 |
|
|
2018
Q1 | $416M | Sell |
5,739,984
-14,243
| -0.2% | -$1.03M | 13.42% | 1 |
|
|
2017
Q4 | $414M | Sell |
5,754,227
-19,588
| -0.3% | -$1.41M | 13.49% | 1 |
|
|
2017
Q3 | $430M | Sell |
5,773,815
-5,653
| -0.1% | -$421K | 14.79% | 1 |
|
|
2017
Q2 | $433M | Sell |
5,779,468
-637
| -0% | -$47.7K | 15.14% | 1 |
|
|
2017
Q1 | $435M | Sell |
5,780,105
-68,804
| -1% | -$5.18M | 15.23% | 1 |
|
|
2016
Q4 | $451M | Sell |
5,848,909
-425,294
| -7% | -$32.8M | 16.6% | 1 |
|
|
2016
Q3 | $334M | Hold |
6,274,203
| – | – | 13.45% | 1 |
|
|
2016
Q2 | $334M | Sell |
6,274,203
-177,688
| -3% | -$9.45M | 14.05% | 1 |
|
|
2016
Q1 | $333M | Buy |
6,451,891
+71,782
| +1% | +$3.71M | 14.2% | 1 |
|
|
2015
Q4 | $297M | Sell |
6,380,109
-94,153
| -1% | -$4.38M | 12.93% | 1 |
|
|
2015
Q3 | $329M | Buy |
6,474,262
+1,211,369
| +23% | +$61.5M | 19.32% | 1 |
|
|
2015
Q2 | $300K | Sell |
5,262,893
-423,098
| -7% | -$24.1K | 13.74% | 2 |
|
|
2015
Q1 | $301K | Buy |
5,685,991
+5,027,204
| +763% | +$266K | 13.56% | 2 |
|
|
2014
Q4 | $375M | Buy |
658,787
+108,917
| +20% | +$62M | 16.76% | 1 |
|
|
2014
Q3 | $300K | Sell |
549,870
-9,967
| -2% | -$5.44K | 14.63% | 2 |
|
|
2014
Q2 | $355M | Sell |
559,837
-937
| -0.2% | -$594K | 16.85% | 1 |
|
|
2014
Q1 | $363M | Buy |
560,774
+343,691
| +158% | +$222M | 20.32% | 1 |
|
|
2013
Q4 | $140K | Sell |
217,083
-41,712
| -16% | -$26.8K | 7.65% | 2 |
|
|
2013
Q3 | $141K | Buy |
258,795
+3,962
| +2% | +$2.15K | 8.12% | 2 |
|
|
2013
Q2 | $142K | Buy |
+254,833
| New | +$142K | 8.32% | 2 |
|