Vanguard Personalized Indexing Management’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 | $624K | Buy |
5,931
+170
| +3% | +$17.9K | 0.01% | 1093 |
|
|
2025
Q1 | $582K | Buy |
5,761
+1,282
| +29% | +$130K | 0.01% | 1038 |
|
|
2024
Q4 | $506K | Buy |
4,479
+391
| +10% | +$44.1K | 0.01% | 1110 |
|
|
2024
Q3 | $430K | Buy |
4,088
+208
| +5% | +$21.9K | 0.01% | 1174 |
|
|
2024
Q2 | $324K | Buy |
3,880
+754
| +24% | +$62.9K | 0.01% | 1240 |
|
|
2024
Q1 | $272K | Sell |
3,126
-266
| -8% | -$23.1K | 0.01% | 1312 |
|
|
2023
Q4 | $283K | Buy |
+3,392
| New | +$283K | 0.01% | 1255 |
|