Vontobel Holding’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 | $528K | Buy |
5,022
+460
| +10% | +$48.4K | ﹤0.01% | 770 |
|
|
2025
Q1 | $461K | Sell |
4,562
-983
| -18% | -$99.4K | ﹤0.01% | 807 |
|
|
2024
Q4 | $626K | Buy |
5,545
+2,877
| +108% | +$325K | ﹤0.01% | 727 |
|
|
2024
Q3 | $280K | Sell |
2,668
-564
| -17% | -$59.3K | ﹤0.01% | 933 |
|
|
2024
Q2 | $270K | Buy |
+3,232
| New | +$270K | ﹤0.01% | 919 |
|