UMB Bank’s Community Bank CBU Stock Holding History

UMB Bank’s Portfolio CBU Stock Details CBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.57K	Hold	129	–	–	﹤0.01%	1948
2025 Q4	$7.41K	Hold	129	–	–	﹤0.01%	1923
2025 Q3	$7.57K	Hold	129	–	–	﹤0.01%	1770
2025 Q2	$7.34K	Hold	129	–	–	﹤0.01%	1704
2025 Q1	$7.33K	Hold	129	–	–	﹤0.01%	1652
2024 Q4	$7.96K	Hold	129	–	–	﹤0.01%	1549
2024 Q3	$7.49K	Buy	129 +60	+87%	+$3.44K	﹤0.01%	1591
2024 Q2	$3.26K	Buy	69 +49	+245%	+$2.22K	﹤0.01%	1593
2024 Q1	$961	Buy	+20	New	+$934	﹤0.01%	1791

Other funds holding CBU

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

Neuberger Berman Group

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return