UMB Bank’s Avista AVA Stock Holding History

UMB Bank’s Portfolio AVA Stock Details AVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.2K	Buy	653 +16	+3%	+$646	﹤0.01%	1495
2025 Q4	$24.6K	Buy	637 +303	+91%	+$11.8K	﹤0.01%	1486
2025 Q3	$12.6K	Sell	334 -13	-4%	-$483	﹤0.01%	1592
2025 Q2	$13.2K	Buy	347 +86	+33%	+$3.39K	﹤0.01%	1506
2025 Q1	$10.9K	Buy	261 +72	+38%	+$2.73K	﹤0.01%	1520
2024 Q4	$6.92K	Hold	189	–	–	﹤0.01%	1595
2024 Q3	$7.32K	Buy	189 +97	+105%	+$3.67K	﹤0.01%	1600
2024 Q2	$3.18K	Buy	92 +51	+124%	+$1.82K	﹤0.01%	1598
2024 Q1	$1.44K	Buy	+41	New	+$1.4K	﹤0.01%	1641
2022 Q2	–	Sell	-200	Closed	-$9K	–	1898
2022 Q1	$9K	Hold	200	–	–	﹤0.01%	1502
2021 Q4	$8K	Buy	+200	New	+$8.04K	﹤0.01%	1495

Other funds holding AVA

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management

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

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

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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