UMB Bank’s BJs Wholesale Club BJ Stock Holding History

UMB Bank’s Portfolio BJ Stock Details BJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$133K	Buy	1,350 +184	+16%	+$17.7K	﹤0.01%	847
2025 Q4	$105K	Sell	1,166 -116	-9%	-$10.6K	﹤0.01%	928
2025 Q3	$120K	Sell	1,282 -221	-15%	-$22.6K	﹤0.01%	787
2025 Q2	$162K	Buy	1,503 +120	+9%	+$13.7K	﹤0.01%	655
2025 Q1	$158K	Buy	1,383 +759	+122%	+$78.2K	﹤0.01%	624
2024 Q4	$55.8K	Buy	624 +253	+68%	+$22.9K	﹤0.01%	878
2024 Q3	$30.6K	Buy	371 +293	+376%	+$24.8K	﹤0.01%	1041
2024 Q2	$6.85K	Buy	78 +46	+144%	+$3.73K	﹤0.01%	1346
2024 Q1	$2.42K	Buy	+32	New	+$2.23K	﹤0.01%	1485
2023 Q4	–	Sell	-49	Closed	-$3.5K	–	1620
2023 Q3	$3.5K	Hold	49	–	–	﹤0.01%	1471
2023 Q2	$3.09K	Hold	49	–	–	﹤0.01%	1473
2023 Q1	$3.73K	Hold	49	–	–	﹤0.01%	1458
2022 Q4	$3K	Sell	49 -4	-8%	-$290	﹤0.01%	1495
2022 Q3	$4K	Sell	53 -19	-26%	-$1.36K	﹤0.01%	1486
2022 Q2	$4K	Hold	72	–	–	﹤0.01%	1608
2022 Q1	$5K	Hold	72	–	–	﹤0.01%	1645
2021 Q4	$5K	Buy	+72	New	+$4.5K	﹤0.01%	1623

Other funds holding BJ

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

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