UMB Bank’s Brunswick BC Stock Holding History

UMB Bank’s Portfolio BC Stock Details BC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$81.7K	Sell	1,123 -2,316	-67%	-$187K	﹤0.01%	1060
2025 Q4	$255K	Buy	3,439 +2,663	+343%	+$180K	﹤0.01%	621
2025 Q3	$49.1K	Buy	776 +5	+0.6%	+$310	﹤0.01%	1162
2025 Q2	$42.6K	Buy	771 +39	+5%	+$1.97K	﹤0.01%	1168
2025 Q1	$39.4K	Buy	732 +640	+696%	+$40.1K	﹤0.01%	1149
2024 Q4	$5.95K	Sell	92 -140	-60%	-$11K	﹤0.01%	1647
2024 Q3	$19.4K	Buy	232 +164	+241%	+$12.7K	﹤0.01%	1244
2024 Q2	$4.95K	Buy	68 +40	+143%	+$3.27K	﹤0.01%	1439
2024 Q1	$2.7K	Sell	28 -5	-15%	-$439	﹤0.01%	1464
2023 Q4	$3.19K	Hold	33	–	–	﹤0.01%	1457
2023 Q3	$2.61K	Buy	+33	New	+$2.72K	﹤0.01%	1502
2022 Q4	–	Sell	-5	Closed	–	–	1709
2022 Q3	$0	Sell	5 -370	-99%	-$27.8K	﹤0.01%	1756
2022 Q2	$25K	Sell	375 -11	-3%	-$809	﹤0.01%	1088
2022 Q1	$31K	Sell	386 -25	-6%	-$2.31K	﹤0.01%	1095
2021 Q4	$42K	Buy	+411	New	+$40.2K	﹤0.01%	1036

Other funds holding BC

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies

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

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

AQR Capital Management

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