United Services Automobile Association’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 | – | Sell |
-4,301
| Closed | -$431K | – | 966 |
|
|
2025
Q1 | $431K | Buy |
+4,301
| New | +$431K | 0.01% | 621 |
|
|
2019
Q3 | – | Sell |
-13,739
| Closed | -$904K | – | 1660 |
|
|
2019
Q2 | $904K | Sell |
13,739
-70,628
| -84% | -$4.65M | ﹤0.01% | 1356 |
|
|
2019
Q1 | $5.4M | Sell |
84,367
-3,335
| -4% | -$214K | 0.01% | 756 |
|
|
2018
Q4 | $5.35M | Sell |
87,702
-11,984
| -12% | -$731K | 0.02% | 728 |
|
|
2018
Q3 | $7.07M | Sell |
99,686
-4,799
| -5% | -$340K | 0.02% | 699 |
|
|
2018
Q2 | $7.97M | Buy |
104,485
+418
| +0.4% | +$31.9K | 0.02% | 630 |
|
|
2018
Q1 | $7.53M | Buy |
104,067
+7,567
| +8% | +$548K | 0.02% | 653 |
|
|
2017
Q4 | $6.94M | Hold |
96,500
| – | – | 0.02% | 678 |
|
|
2017
Q3 | $7.19M | Hold |
96,500
| – | – | 0.02% | 650 |
|
|
2017
Q2 | $7.22M | Sell |
96,500
-3,300
| -3% | -$247K | 0.02% | 631 |
|
|
2017
Q1 | $7.52M | Hold |
99,800
| – | – | 0.02% | 613 |
|
|
2016
Q4 | $7.7M | Hold |
99,800
| – | – | 0.03% | 594 |
|
|
2016
Q3 | $5.93M | Buy |
99,800
+34,100
| +52% | +$2.03M | 0.02% | 650 |
|
|
2016
Q2 | $3.5M | Hold |
65,700
| – | – | 0.01% | 781 |
|
|
2016
Q1 | $3.39M | Buy |
+65,700
| New | +$3.39M | 0.01% | 781 |
|