Winch Advisory Services’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	$24.7K	Buy	235 +1	+0.4%	+$105	0.01%	220
2025 Q1	$23.6K	Buy	+234	New	+$23.6K	0.01%	210