UMB Financial Corporation shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of UMB Financial Corporation (UMBF) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in UMB Financial Corporation
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Quarterly reported holdings in UMB Financial Corporation by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $513k | 5.9k | 86.99 |
| 2023-12-31 | $5.2M | 62k | 83.55 |
| 2023-09-30 | $5.4M | 87k | 62.05 |
| 2023-06-30 | $2.7M | 45k | 60.90 |
| 2023-03-31 | $3.4M | 59k | 57.72 |
| 2022-12-31 | $8.2M | 89k | 91.77 |
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