UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 9,749 Value ($000) $1,122 Avg Close $113.28 Range $103.38 - $121.89
Q3 2025
Shares 9,723 Value ($000) $1,151 Avg Close $115.25 Range $103.07 - $126.14
Q2 2025
Shares 10,288 Value ($000) $1,082 Avg Close $99.71 Range $82.00 - $109.46
Q1 2025
Shares 5,532 Value ($000) $559 Avg Close $110.25 Range $94.90 - $124.27
Q4 2024
Shares 6,010 Value ($000) $678 Avg Close $115.63 Range $100.23 - $129.94
Q3 2024
Shares 5,778 Value ($000) $607 Avg Close $97.49 Range $81.01 - $109.42
Q2 2024
Shares 4,553 Value ($000) $380 Avg Close $82.01 Range $76.00 - $87.21
Q1 2024
Shares 3,307 Value ($000) $288 Avg Close $81.32 Range $76.73 - $87.36
Q4 2023
Shares 3,390 Value ($000) $283 Avg Close $70.34 Range $57.91 - $85.36