Wells Fargo’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Buy |
174,309
+20,973
| +14% | +$2.21M | ﹤0.01% | 1342 |
|
|
2025
Q1 | $15.5M | Buy |
153,336
+101,407
| +195% | +$10.3M | ﹤0.01% | 1376 |
|
|
2024
Q4 | $5.86M | Buy |
51,929
+7,318
| +16% | +$826K | ﹤0.01% | 2023 |
|
|
2024
Q3 | $4.69M | Sell |
44,611
-343
| -0.8% | -$36.1K | ﹤0.01% | 2159 |
|
|
2024
Q2 | $3.75M | Buy |
44,954
+4,380
| +11% | +$365K | ﹤0.01% | 2260 |
|
|
2024
Q1 | $3.53M | Buy |
40,574
+4,056
| +11% | +$353K | ﹤0.01% | 2287 |
|
|
2023
Q4 | $3.05M | Buy |
36,518
+2,251
| +7% | +$188K | ﹤0.01% | 2322 |
|
|
2023
Q3 | $2.13M | Sell |
34,267
-6,055
| -15% | -$376K | ﹤0.01% | 2577 |
|
|
2023
Q2 | $2.46M | Sell |
40,322
-18,598
| -32% | -$1.13M | ﹤0.01% | 2594 |
|
|
2023
Q1 | $3.4M | Buy |
58,920
+13,011
| +28% | +$751K | ﹤0.01% | 2274 |
|
|
2022
Q4 | $3.83M | Sell |
45,909
-2,198
| -5% | -$184K | ﹤0.01% | 2146 |
|
|
2022
Q3 | $4.06M | Sell |
48,107
-1,901
| -4% | -$160K | ﹤0.01% | 2049 |
|
|
2022
Q2 | $4.31M | Sell |
50,008
-20,132
| -29% | -$1.73M | ﹤0.01% | 2099 |
|
|
2022
Q1 | $6.82M | Sell |
70,140
-10,173
| -13% | -$988K | ﹤0.01% | 2069 |
|
|
2021
Q4 | $8.52M | Sell |
80,313
-1,789,679
| -96% | -$190M | ﹤0.01% | 1897 |
|
|
2021
Q3 | $181M | Sell |
1,869,992
-25,304
| -1% | -$2.45M | 0.04% | 421 |
|
|
2021
Q2 | $176M | Sell |
1,895,296
-65,849
| -3% | -$6.13M | 0.04% | 428 |
|
|
2021
Q1 | $181M | Sell |
1,961,145
-119,288
| -6% | -$11M | 0.04% | 416 |
|
|
2020
Q4 | $144M | Sell |
2,080,433
-16,205
| -0.8% | -$1.12M | 0.03% | 491 |
|
|
2020
Q3 | $103M | Buy |
2,096,638
+96,791
| +5% | +$4.74M | 0.03% | 556 |
|
|
2020
Q2 | $103M | Buy |
1,999,847
+349,123
| +21% | +$18M | 0.03% | 537 |
|
|
2020
Q1 | $76.6M | Buy |
1,650,724
+125,547
| +8% | +$5.82M | 0.03% | 566 |
|
|
2019
Q4 | $105M | Buy |
1,525,177
+64,979
| +4% | +$4.46M | 0.03% | 562 |
|
|
2019
Q3 | $94.3M | Buy |
1,460,198
+78,309
| +6% | +$5.06M | 0.03% | 593 |
|
|
2019
Q2 | $91M | Buy |
1,381,889
+93,230
| +7% | +$6.14M | 0.03% | 616 |
|
|
2019
Q1 | $82.5M | Buy |
1,288,659
+48,673
| +4% | +$3.12M | 0.02% | 632 |
|
|
2018
Q4 | $75.6M | Buy |
1,239,986
+32,350
| +3% | +$1.97M | 0.03% | 625 |
|
|
2018
Q3 | $85.6M | Buy |
1,207,636
+125,464
| +12% | +$8.9M | 0.02% | 654 |
|
|
2018
Q2 | $82.5M | Buy |
1,082,172
+17,833
| +2% | +$1.36M | 0.02% | 660 |
|
|
2018
Q1 | $77M | Buy |
1,064,339
+53,314
| +5% | +$3.86M | 0.02% | 688 |
|
|
2017
Q4 | $72.7M | Buy |
1,011,025
+56,517
| +6% | +$4.06M | 0.02% | 715 |
|
|
2017
Q3 | $71.1M | Buy |
954,508
+118,896
| +14% | +$8.86M | 0.02% | 699 |
|
|
2017
Q2 | $62.6M | Buy |
835,612
+109,279
| +15% | +$8.18M | 0.02% | 749 |
|
|
2017
Q1 | $54.7M | Buy |
726,333
+81,950
| +13% | +$6.17M | 0.02% | 808 |
|
|
2016
Q4 | $49.7M | Sell |
644,383
-7,597
| -1% | -$586K | 0.02% | 830 |
|
|
2016
Q3 | $38.8M | Buy |
651,980
+69,490
| +12% | +$4.13M | 0.01% | 892 |
|
|
2016
Q2 | $31M | Buy |
582,490
+42,274
| +8% | +$2.25M | 0.01% | 1013 |
|
|
2016
Q1 | $27.9M | Sell |
540,216
-143,539
| -21% | -$7.41M | 0.01% | 1077 |
|
|
2015
Q4 | $31.8M | Buy |
683,755
+69,427
| +11% | +$3.23M | 0.01% | 1014 |
|
|
2015
Q3 | $31.2M | Buy |
614,328
+29,922
| +5% | +$1.52M | 0.01% | 1008 |
|
|
2015
Q2 | $33.3M | Sell |
584,406
-5,910
| -1% | -$337K | 0.01% | 1018 |
|
|
2015
Q1 | $31.2M | Buy |
590,316
+219,513
| +59% | +$11.6M | 0.01% | 1058 |
|
|
2014
Q4 | $21.1M | Buy |
370,803
+13,559
| +4% | +$771K | 0.01% | 1245 |
|
|
2014
Q3 | $19.5M | Sell |
357,244
-2,885
| -0.8% | -$157K | 0.01% | 1268 |
|
|
2014
Q2 | $22.8M | Buy |
360,129
+36,805
| +11% | +$2.33M | 0.01% | 1197 |
|
|
2014
Q1 | $20.9M | Buy |
323,324
+832
| +0.3% | +$53.8K | 0.01% | 1230 |
|
|
2013
Q4 | $20.7M | Sell |
322,492
-41,436
| -11% | -$2.66M | 0.01% | 1219 |
|
|
2013
Q3 | $19.8M | Sell |
363,928
-14,875
| -4% | -$808K | 0.01% | 1207 |
|
|
2013
Q2 | $21.1M | Buy |
+378,803
| New | +$21.1M | 0.01% | 1117 |
|