SmallCap Account UMBF Holdings History

Number of Shares
25,300.00
Current Holdings Value*
$2.56 Mil
% of Portfolio
1.7%
Total Estimate Gain
$134,134.00
% of Total Estimate Gain
5.35%

SmallCap Account's UMB Financial Corp Holding Summary

As of 2025-03-31, PRINCIPAL VARIABLE CONTRACTS FUNDS INC held 25,300.00 shares of UMB Financial Corp(UMBF), totaling $2.56 Mil. This investment constitutes 1.7% of their stock portfolio, and PRINCIPAL VARIABLE CONTRACTS FUNDS INC now holds 0.03% of the outstanding UMB Financial Corp(UMBF) stock.

The initial trade took place in 2024Q3. And since then SmallCap Account has made 1 purchases of UMBF, at an average price of $97.49, for a total of 25,700.00 shares. In addition, there have been 1 sales at an average price of $110.25 for 400.00 shares. Based on historical transaction data and UMBF's current price of $102.59, SmallCap Account's estimated gain on his UMBF holdings is $134,134.00, reflecting a 5.35% gain to date.

SmallCap Account UMBF ($102.59) Holding Chart

SmallCap Account UMBF ($102.59) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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