UMB Bank’s Carter's CRI Stock Holding History

UMB Bank’s Portfolio CRI Stock Details CRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.8K	Buy	778 +3	+0.4%	+$109	﹤0.01%	1481
2025 Q4	$25.1K	Buy	775 +633	+446%	+$19.8K	﹤0.01%	1477
2025 Q3	$4.01K	Buy	142 +98	+223%	+$2.81K	﹤0.01%	1930
2025 Q2	$1.33K	Buy	44 +10	+29%	+$339	﹤0.01%	2039
2025 Q1	$1.39K	Sell	34 -16	-32%	-$769	﹤0.01%	2010
2024 Q4	$2.71K	Buy	50 +44	+733%	+$2.52K	﹤0.01%	1877
2024 Q3	$390	Buy	+6	New	+$385	﹤0.01%	2111
2024 Q2	–	Sell	-15	Closed	-$1.27K	–	2155
2024 Q1	$1.27K	Buy	+15	New	+$1.19K	﹤0.01%	1694
2022 Q2	–	Sell	-5	Closed	–	–	1916
2022 Q1	$0	Sell	5 -5	-50%	-$470	﹤0.01%	1991
2021 Q4	$1K	Buy	+10	New	+$1.02K	﹤0.01%	1899

Other funds holding CRI

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return