Wellington Management Group’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $305M | Buy |
2,707,124
+116,344
| +4% | +$14M | 0.06% | 286 |
|
|
2025
Q4 | $298M | Sell |
2,590,780
-508,018
| -16% | -$57.5M | 0.05% | 298 |
|
|
2025
Q3 | $367M | Buy |
3,098,798
+751,525
| +32% | +$86.6M | 0.06% | 258 |
|
|
2025
Q2 | $247M | Sell |
2,347,273
-59,842
| -2% | -$5.97M | 0.04% | 315 |
|
|
2025
Q1 | $243M | Buy |
2,407,115
+385,830
| +19% | +$42.5M | 0.05% | 300 |
|
|
2024
Q4 | $228M | Buy |
2,021,285
+102,104
| +5% | +$11.8M | 0.04% | 339 |
|
|
2024
Q3 | $202M | Sell |
1,919,181
-680,606
| -26% | -$66.4M | 0.04% | 391 |
|
|
2024
Q2 | $217M | Buy |
2,599,787
+699,724
| +37% | +$57.4M | 0.04% | 362 |
|
|
2024
Q1 | $165M | Buy |
1,900,063
+275,769
| +17% | +$22.4M | 0.03% | 431 |
|
|
2023
Q4 | $136M | Sell |
1,624,294
-962,407
| -37% | -$67.7M | 0.03% | 491 |
|
|
2023
Q3 | $161M | Buy |
2,586,701
+1,095,630
| +73% | +$71.2M | 0.03% | 422 |
|
|
2023
Q2 | $90.8M | Buy |
1,491,071
+472,023
| +46% | +$28.2M | 0.02% | 574 |
|
|
2023
Q1 | $58.8M | Buy |
1,019,048
+528,715
| +108% | +$43M | 0.01% | 655 |
|
|
2022
Q4 | $41M | Sell |
490,333
-330,257
| -40% | -$27.7M | 0.01% | 735 |
|
|
2022
Q3 | $69.2M | Sell |
820,590
-51,984
| -6% | -$4.7M | 0.01% | 597 |
|
|
2022
Q2 | $75.1M | Sell |
872,574
-37,614
| -4% | -$3.41M | 0.02% | 598 |
|
|
2022
Q1 | $88.4M | Sell |
910,188
-204,025
| -18% | -$20.8M | 0.02% | 604 |
|
|
2021
Q4 | $118M | Sell |
1,114,213
-142,032
| -11% | -$14.7M | 0.02% | 591 |
|
|
2021
Q3 | $121M | Buy |
1,256,245
+311,179
| +33% | +$28.4M | 0.02% | 572 |
|
|
2021
Q2 | $87.9M | Buy |
945,066
+51,520
| +6% | +$4.89M | 0.01% | 666 |
|
|
2021
Q1 | $82.5M | Buy |
893,546
+680,624
| +320% | +$56.2M | 0.01% | 666 |
|
|
2020
Q4 | $14.7M | Buy |
212,922
+68,751
| +48% | +$4.41M | ﹤0.01% | 1094 |
|
|
2020
Q3 | $7.07M | Buy |
+144,171
| New | +$7.28M | ﹤0.01% | 1189 |
|
Other funds holding UMBF
UB
VPM
VCM
