UMB Bank’s AdvanSix ASIX Stock Holding History

UMB Bank’s Portfolio ASIX Stock Details ASIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.32K	Sell	54 -216	-80%	-$4.08K	﹤0.01%	2202
2025 Q4	$4.67K	Buy	270 +124	+85%	+$2.17K	﹤0.01%	2035
2025 Q3	$2.83K	Buy	146 +81	+125%	+$1.7K	﹤0.01%	1998
2025 Q2	$1.54K	Buy	65 +29	+81%	+$657	﹤0.01%	2028
2025 Q1	$816	Sell	36 -54	-60%	-$1.5K	﹤0.01%	2036
2024 Q4	$2.56K	Buy	90 +20	+29%	+$605	﹤0.01%	1888
2024 Q3	$2.13K	Buy	70 +52	+289%	+$1.42K	﹤0.01%	1966
2024 Q2	$413	Buy	18 +8	+80%	+$199	﹤0.01%	2092
2024 Q1	$286	Hold	10	–	–	﹤0.01%	2097
2023 Q4	$300	Sell	10 -6	-38%	-$167	﹤0.01%	1574
2023 Q3	$497	Hold	16	–	–	﹤0.01%	1640
2023 Q2	$560	Hold	16	–	–	﹤0.01%	1626
2023 Q1	$612	Sell	16 -1	-6%	-$40	﹤0.01%	1635
2022 Q4	$1K	Hold	17	–	–	﹤0.01%	1589
2022 Q3	$0	Hold	17	–	–	﹤0.01%	1748
2022 Q2	$0	Hold	17	–	–	﹤0.01%	1896
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	1882
2021 Q4	$1K	Buy	+17	New	+$783	﹤0.01%	1888

Other funds holding ASIX

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Geode Capital Management

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return