UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

JFS WEALTH ADVISORS, LLC's Holding History (CIK: 0001568068)

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

Q4 2025
Shares 75 Value ($000) $9 Avg Close $113.28 Range $103.38 - $121.89
Q3 2025
Shares 55 Value ($000) $7 Avg Close $115.25 Range $103.07 - $126.14
Q2 2025
Shares 55 Value ($000) $6 Avg Close $99.71 Range $82.00 - $109.46
Q1 2025
Shares 55 Value ($000) $6 Avg Close $110.25 Range $94.90 - $124.27
Q4 2024
Shares 45 Value ($000) $5 Avg Close $115.63 Range $100.23 - $129.94
Q3 2024
Shares 45 Value ($000) $5 Avg Close $97.49 Range $81.01 - $109.42
Q2 2024
Shares 44 Value ($000) $4 Avg Close $82.01 Range $76.00 - $87.21
Q1 2024
Shares 44 Value ($000) $4 Avg Close $81.32 Range $76.73 - $87.36
Q4 2023
Shares 44 Value ($000) $4 Avg Close $70.34 Range $57.91 - $85.36
Q3 2023
Shares 38 Value ($000) $2 Avg Close $64.95 Range $57.84 - $72.91
Q2 2023
Shares 31 Value ($000) $2 Avg Close $59.67 Range $50.68 - $68.14
Q4 2022
Shares 32 Value ($000) $3 Avg Close $84.02 Range $76.97 - $92.70
Q3 2022
Shares 43 Value ($000) $4 Avg Close $90.50 Range $82.68 - $99.19
Q2 2022
Shares 14 Value ($000) $1 Avg Close $90.65 Range $81.57 - $99.27
Q1 2022
Shares 36 Value ($000) $3 Avg Close $102.07 Range $94.52 - $112.24
Q4 2021
Shares 15 Value ($000) $2 Avg Close $103.16 Range $94.12 - $109.90