UMB Bank’s Artisan Partners APAM Stock Holding History

UMB Bank’s Portfolio APAM Stock Details APAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.5K	Buy	645 +354	+122%	+$14.5K	﹤0.01%	1539
2025 Q4	$11.9K	Sell	291 -54	-16%	-$2.3K	﹤0.01%	1755
2025 Q3	$15K	Buy	345 +50	+17%	+$2.31K	﹤0.01%	1535
2025 Q2	$13.1K	Sell	295 -90	-23%	-$3.6K	﹤0.01%	1509
2025 Q1	$15.1K	Buy	385 +129	+50%	+$5.46K	﹤0.01%	1413
2024 Q4	$11K	Buy	256 +3	+1%	+$137	﹤0.01%	1443
2024 Q3	$11K	Buy	253 +101	+66%	+$4.17K	﹤0.01%	1448
2024 Q2	$6.27K	Buy	152 +48	+46%	+$2.07K	﹤0.01%	1364
2024 Q1	$4.76K	Buy	+104	New	+$4.47K	﹤0.01%	1387
2023 Q4	–	Sell	-57	Closed	-$2.13K	–	1611
2023 Q3	$2.13K	Hold	57	–	–	﹤0.01%	1519
2023 Q2	$2.24K	Hold	57	–	–	﹤0.01%	1505
2023 Q1	$1.82K	Hold	57	–	–	﹤0.01%	1529
2022 Q4	$2K	Hold	57	–	–	﹤0.01%	1531
2022 Q3	$2K	Sell	57 -1,323	-96%	-$46.5K	﹤0.01%	1580
2022 Q2	$49K	Buy	1,380 +38	+3%	+$1.38K	﹤0.01%	925
2022 Q1	$53K	Sell	1,342 -68	-5%	-$2.76K	﹤0.01%	956
2021 Q4	$67K	Buy	+1,410	New	+$67.7K	﹤0.01%	905

Other funds holding APAM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return