Ownership history in Advisory Services Network, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in UMB FINL CORP (UMBF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 36 | -64 | -64.0% | 0.00% | $4K | $117.46 |
| 2021 Q2 | REDUCED | 100 | -23 | -18.7% | 0.00% | $9K | $85.82 |
| 2020 Q4 | ADDED | 123 | +57 | +86.4% | 0.00% | $9K | $63.20 |
| 2020 Q3 | UNCHANGED | 66 | — | 0% | 0.00% | $3K | $44.69 |
| 2020 Q1 | REDUCED | 66 | -118 | -64.1% | 0.00% | $3K | $41.83 |
| 2019 Q4 | REDUCED | 184 | -36 | -16.4% | 0.00% | $13K | $61.57 |
| 2019 Q3 | UNCHANGED | 220 | — | 0% | 0.00% | $14K | $57.67 |
| 2019 Q2 | INITIATED | 220 | — | — | 0.00% | $14K | — |
As of 2025 Q4 — sorted by position size