UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 4,465 Value ($000) $514 Avg Close $113.28 Range $103.38 - $121.89
Q3 2025
Shares 4,927 Value ($000) $583 Avg Close $115.25 Range $103.07 - $126.14
Q2 2025
Shares 5,097 Value ($000) $536 Avg Close $99.71 Range $82.00 - $109.46
Q1 2025
Shares 4,401 Value ($000) $445 Avg Close $110.25 Range $94.90 - $124.27
Q4 2024
Shares 4,489 Value ($000) $507 Avg Close $115.63 Range $100.23 - $129.94
Q3 2024
Shares 4,475 Value ($000) $470 Avg Close $97.49 Range $81.01 - $109.42
Q2 2024
Shares 4,469 Value ($000) $373 Avg Close $82.01 Range $76.00 - $87.21
Q1 2024
Shares 5,897 Value ($000) $513 Avg Close $81.32 Range $76.73 - $87.36
Q4 2023
Shares 61,917 Value ($000) $5,173 Avg Close $70.34 Range $57.91 - $85.36
Q3 2023
Shares 87,334 Value ($000) $5,419 Avg Close $64.95 Range $57.84 - $72.91
Q2 2023
Shares 44,849 Value ($000) $2,731 Avg Close $59.67 Range $50.68 - $68.14
Q1 2023
Shares 58,725 Value ($000) $3,390 Avg Close $81.27 Range $51.28 - $92.68
Q4 2022
Shares 89,189 Value ($000) $8,185 Avg Close $84.02 Range $76.97 - $92.70