UMB Bank’s CTS Corp CTS Stock Holding History

UMB Bank’s Portfolio CTS Stock Details CTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.5K	Hold	472	–	–	﹤0.01%	1553
2025 Q4	$20.2K	Sell	472 -4	-0.8%	-$168	﹤0.01%	1561
2025 Q3	$19K	Buy	476 +50	+12%	+$2.07K	﹤0.01%	1459
2025 Q2	$18.2K	Buy	426 +22	+5%	+$888	﹤0.01%	1406
2025 Q1	$16.8K	Sell	404 -22	-5%	-$1.03K	﹤0.01%	1376
2024 Q4	$22.5K	Buy	426 +10	+2%	+$524	﹤0.01%	1205
2024 Q3	$20.1K	Buy	416 +16	+4%	+$777	﹤0.01%	1232
2024 Q2	$20.3K	Sell	400 -6	-1%	-$297	﹤0.01%	1067
2024 Q1	$19K	Buy	406 +16	+4%	+$702	﹤0.01%	1094
2023 Q4	$17.1K	Sell	390 -390	-50%	-$15.7K	﹤0.01%	1121
2023 Q3	$32.6K	Hold	780	–	–	﹤0.01%	947
2023 Q2	$33.3K	Sell	780 -57	-7%	-$2.5K	﹤0.01%	951
2023 Q1	$41.4K	Hold	837	–	–	﹤0.01%	887
2022 Q4	$33K	Sell	837 -60	-7%	-$2.47K	﹤0.01%	958
2022 Q3	$37K	Buy	897 +3	+0.3%	+$120	﹤0.01%	941
2022 Q2	$30K	Hold	894	–	–	﹤0.01%	1038
2022 Q1	$32K	Hold	894	–	–	﹤0.01%	1085
2021 Q4	$33K	Buy	+894	New	+$31.3K	﹤0.01%	1115

Other funds holding CTS

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return