UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 265 Value ($000) $30 Avg Close $113.28 Range $103.38 - $121.89
Q3 2025
Shares 293 Value ($000) $35 Avg Close $115.25 Range $103.07 - $126.14
Q2 2025
Shares 2,697 Value ($000) $284 Avg Close $99.71 Range $82.00 - $109.46
Q1 2025
Shares 2,323 Value ($000) $235 Avg Close $110.25 Range $94.90 - $124.27
Q1 2024
Shares 47 Value ($000) $4 Avg Close $81.32 Range $76.73 - $87.36
Q4 2023
Shares 29 Value ($000) $2 Avg Close $70.34 Range $57.91 - $85.36
Q3 2023
Shares 29 Value ($000) $2 Avg Close $64.95 Range $57.84 - $72.91