UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

Bridgewealth Advisory Group, LLC's Holding History (CIK: 0001801982)

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

Q4 2025
Shares 1,938 Value ($000) $223 Avg Close $113.28 Range $103.38 - $121.89
Q3 2025
Shares 1,938 Value ($000) $229 Avg Close $115.25 Range $103.07 - $126.14
Q2 2025
Shares 1,938 Value ($000) $204 Avg Close $99.71 Range $82.00 - $109.46
Q4 2024
Shares 1,938 Value ($000) $218 Avg Close $115.63 Range $100.23 - $129.94