Versant Capital 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 | $52.1K | Sell |
495
-3
| -0.6% | -$315 | 0.01% | 967 |
|
|
2025
Q1 | $50.3K | Buy |
498
+436
| +703% | +$44.1K | 0.01% | 861 |
|
|
2024
Q4 | $7K | Buy |
62
+59
| +1,967% | +$6.66K | ﹤0.01% | 1583 |
|
|
2024
Q3 | $315 | Hold |
3
| – | – | ﹤0.01% | 1923 |
|
|
2024
Q2 | $250 | Hold |
3
| – | – | ﹤0.01% | 1881 |
|
|
2024
Q1 | $261 | Hold |
3
| – | – | ﹤0.01% | 1807 |
|
|
2023
Q4 | $251 | Hold |
3
| – | – | ﹤0.01% | 1833 |
|
|
2023
Q3 | $186 | Sell |
3
-15
| -83% | -$930 | ﹤0.01% | 1883 |
|
|
2023
Q2 | $1.1K | Buy |
18
+15
| +500% | +$913 | ﹤0.01% | 1571 |
|
|
2023
Q1 | $173 | Hold |
3
| – | – | ﹤0.01% | 1733 |
|
|
2022
Q4 | $251 | Sell |
3
-1
| -25% | -$84 | ﹤0.01% | 1567 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1677 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1657 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1636 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1595 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1605 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1602 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1609 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1535 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1514 |
|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1564 |
|
|
2020
Q1 | $0 | Sell |
4
-15
| -79% | – | ﹤0.01% | 1689 |
|
|
2019
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 1288 |
|
|
2019
Q3 | $1K | Sell |
19
-13
| -41% | -$684 | ﹤0.01% | 1300 |
|
|
2019
Q2 | $2K | Sell |
32
-15
| -32% | -$938 | ﹤0.01% | 1218 |
|
|
2019
Q1 | $3K | Hold |
47
| – | – | ﹤0.01% | 1284 |
|
|
2018
Q4 | $2K | Sell |
47
-2
| -4% | -$85 | ﹤0.01% | 1286 |
|
|
2018
Q3 | $3K | Sell |
49
-39
| -44% | -$2.39K | ﹤0.01% | 1249 |
|
|
2018
Q2 | $6K | Hold |
88
| – | – | ﹤0.01% | 1052 |
|
|
2018
Q1 | $6K | Hold |
88
| – | – | ﹤0.01% | 1038 |
|
|
2017
Q4 | $6K | Hold |
88
| – | – | ﹤0.01% | 1086 |
|
|
2017
Q3 | $6K | Sell |
88
-305
| -78% | -$20.8K | ﹤0.01% | 1018 |
|
|
2017
Q2 | $29K | Sell |
393
-461
| -54% | -$34K | 0.02% | 432 |
|
|
2017
Q1 | $64K | Sell |
854
-352
| -29% | -$26.4K | 0.04% | 206 |
|
|
2016
Q4 | $93K | Buy |
1,206
+144
| +14% | +$11.1K | 0.05% | 145 |
|
|
2016
Q3 | $63K | Buy |
1,062
+75
| +8% | +$4.45K | 0.04% | 203 |
|
|
2016
Q2 | $52K | Buy |
987
+117
| +13% | +$6.16K | 0.03% | 228 |
|
|
2016
Q1 | $44K | Buy |
870
+11
| +1% | +$556 | 0.03% | 268 |
|
|
2015
Q4 | $39K | Buy |
+859
| New | +$39K | 0.02% | 290 |
|