UB
BCS icon

UMB Bank’s Barclays BCS Stock Holding History

UMB Bank’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.3K Hold
2,186
– – ﹤0.01% 1287
2025
Q4 		$55.6K Buy
2,186
+445
+26% +$9.86K ﹤0.01% 1210
2025
Q3 		$36K Sell
1,741
-1,407
-45% -$27.9K ﹤0.01% 1260
2025
Q2 		$58.5K Buy
3,148
+1,296
+70% +$21.4K ﹤0.01% 1063
2025
Q1 		$28.4K Hold
1,852
– – ﹤0.01% 1243
2024
Q4 		$24.6K Hold
1,852
– – ﹤0.01% 1175
2024
Q3 		$22.5K Hold
1,852
– – ﹤0.01% 1174
2024
Q2 		$19.8K Sell
1,852
-1
-0.1% -$10 ﹤0.01% 1072
2024
Q1 		$17.5K Hold
1,853
– – ﹤0.01% 1125
2023
Q4 		$14.6K Sell
1,853
-495
-21% -$3.57K ﹤0.01% 1169
2023
Q3 		$18.3K Hold
2,348
– – ﹤0.01% 1107
2023
Q2 		$18.5K Hold
2,348
– – ﹤0.01% 1113
2023
Q1 		$16.9K Buy
2,348
+1,368
+140% +$11.3K ﹤0.01% 1128
2022
Q4 		$8K Sell
980
-484
-33% -$3.53K ﹤0.01% 1351
2022
Q3 		$9K Sell
1,464
-13
-0.9% -$100 ﹤0.01% 1331
2022
Q2 		$11K Sell
1,477
-2,894
-66% -$22.7K ﹤0.01% 1354
2022
Q1 		$35K Sell
4,371
-1,173
-21% -$12K ﹤0.01% 1054
2021
Q4 		$57K Buy
+5,544
New +$58.1K ﹤0.01% 957

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return