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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $367M | Buy |
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|
2025
Q2 | $247M | Sell |
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|
2025
Q1 | $243M | Buy |
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|
2024
Q4 | $228M | Buy |
|
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|
2024
Q3 | $202M | Sell |
|
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|
2024
Q2 | $217M | Buy |
|
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|
2024
Q1 | $165M | Buy |
|
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|
2023
Q4 | $136M | Sell |
|
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|
2023
Q3 | $161M | Buy |
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|
2023
Q2 | $90.8M | Buy |
|
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|
2023
Q1 | $58.8M | Buy |
|
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|
2022
Q4 | $41M | Sell |
|
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|
2022
Q3 | $69.2M | Sell |
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|
2022
Q2 | $75.1M | Sell |
|
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|
2022
Q1 | $88.4M | Sell |
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|
2021
Q4 | $118M | Sell |
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|
2021
Q3 | $121M | Buy |
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|
2021
Q2 | $87.9M | Buy |
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|
2021
Q1 | $82.5M | Buy |
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|
2020
Q4 | $14.7M | Buy |
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|
2020
Q3 | $7.07M | Buy |
|