UMB Bank’s Brady Corp BRC Stock Holding History

UMB Bank’s Portfolio BRC Stock Details BRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.3K	Buy	250 +5	+2%	+$435	﹤0.01%	1597
2025 Q4	$19.2K	Buy	245 +56	+30%	+$4.33K	﹤0.01%	1576
2025 Q3	$14.7K	Buy	189 +41	+28%	+$3.03K	﹤0.01%	1538
2025 Q2	$10.1K	Sell	148 -3	-2%	-$209	﹤0.01%	1604
2025 Q1	$10.7K	Buy	151 +49	+48%	+$3.56K	﹤0.01%	1527
2024 Q4	$7.53K	Hold	102	–	–	﹤0.01%	1569
2024 Q3	$7.82K	Buy	102 +54	+113%	+$3.84K	﹤0.01%	1571
2024 Q2	$3.17K	Buy	48 +29	+153%	+$1.81K	﹤0.01%	1604
2024 Q1	$1.13K	Buy	+19	New	+$1.13K	﹤0.01%	1730

Other funds holding BRC

Fidelity Investments

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Franklin Resources

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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