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UMB Bank’s Blackstone BX Stock Holding History

UMB Bank’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.41M Sell
55,705
-3,489
-6% -$454K 0.09% 150
2025
Q4 		$9.12M Sell
59,194
-1,810
-3% -$275K 0.12% 135
2025
Q3 		$10.4M Buy
61,004
+448
+0.7% +$76.8K 0.15% 108
2025
Q2 		$9.06M Buy
60,556
+49,850
+466% +$6.85M 0.14% 116
2025
Q1 		$1.5M Sell
10,706
-923
-8% -$150K 0.02% 269
2024
Q4 		$2.01M Buy
11,629
+373
+3% +$65K 0.03% 237
2024
Q3 		$1.72M Sell
11,256
-1,174
-9% -$163K 0.03% 259
2024
Q2 		$1.54M Sell
12,430
-699
-5% -$86K 0.03% 268
2024
Q1 		$1.72M Sell
13,129
-413
-3% -$51.6K 0.03% 261
2023
Q4 		$1.77M Sell
13,542
-605
-4% -$65.5K 0.03% 261
2023
Q3 		$1.52M Sell
14,147
-1,904
-12% -$198K 0.02% 277
2023
Q2 		$1.49M Sell
16,051
-3,253
-17% -$281K 0.02% 289
2023
Q1 		$1.7M Sell
19,304
-4,710
-20% -$416K 0.03% 275
2022
Q4 		$1.78M Sell
24,014
-246,551
-91% -$21.3M 0.03% 269
2022
Q3 		$22.6M Buy
270,565
+8,098
+3% +$784K 0.38% 66
2022
Q2 		$23.9M Buy
262,467
+59,977
+30% +$6.48M 0.37% 65
2022
Q1 		$25.7M Buy
202,490
+66,280
+49% +$8.08M 0.34% 71
2021
Q4 		$17.6M Buy
136,210
+22,962
+20% +$3.06M 0.22% 98
2021
Q3 		$13.2M Buy
113,248
+98,767
+682% +$11.5M 0.3% 83
2021
Q2 		$1.41M Buy
+14,481
New +$1.29M 0.03% 215

Other funds holding BX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return