Wedge 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 | $6.02M | Buy |
57,273
+4,578
| +9% | +$481K | 0.11% | 187 |
|
|
2025
Q1 | $5.33M | Sell |
52,695
-5,125
| -9% | -$518K | 0.1% | 191 |
|
|
2024
Q4 | $6.53M | Buy |
57,820
+12,943
| +29% | +$1.46M | 0.12% | 176 |
|
|
2024
Q3 | $4.72M | Sell |
44,877
-767
| -2% | -$80.6K | 0.08% | 214 |
|
|
2024
Q2 | $3.81M | Buy |
+45,644
| New | +$3.81M | 0.07% | 238 |
|
|
2014
Q1 | – | Sell |
-3,375
| Closed | -$217K | – | 523 |
|
|
2013
Q4 | $217K | Buy |
+3,375
| New | +$217K | ﹤0.01% | 474 |
|