UMB Bank’s ASE Group ASX Stock Holding History

UMB Bank’s Portfolio ASX Stock Details ASX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43.3K	Hold	1,999	–	–	﹤0.01%	1311
2025 Q4	$32.2K	Buy	+1,999	New	+$28.4K	﹤0.01%	1389
2025 Q3	–	Sell	-369	Closed	-$3.81K	–	2155
2025 Q2	$3.81K	Hold	369	–	–	﹤0.01%	1893
2025 Q1	$3.23K	Buy	+369	New	+$3.75K	﹤0.01%	1874
2024 Q2	–	Sell	-172	Closed	-$1.89K	–	2136
2024 Q1	$1.89K	Hold	172	–	–	﹤0.01%	1560
2023 Q4	$1.62K	Hold	172	–	–	﹤0.01%	1507
2023 Q3	$1.29K	Hold	172	–	–	﹤0.01%	1571
2023 Q2	$1.34K	Hold	172	–	–	﹤0.01%	1556
2023 Q1	$1.37K	Hold	172	–	–	﹤0.01%	1564
2022 Q4	$1K	Hold	172	–	–	﹤0.01%	1590
2022 Q3	$1K	Hold	172	–	–	﹤0.01%	1642
2022 Q2	$1K	Hold	172	–	–	﹤0.01%	1802
2022 Q1	$1K	Buy	172 +3	+2%	+$22	﹤0.01%	1883
2021 Q4	$1K	Buy	+169	New	+$1.24K	﹤0.01%	1889

Other funds holding ASX

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

American Century Companies

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return