UMB Bank’s Cushman & Wakefield Ltd CWK Stock Holding History

UMB Bank’s Portfolio CWK Stock Details CWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12K	Buy	+978	New	+$14K	﹤0.01%	1791
2025 Q4	–	Sell	-938	Closed	-$14.9K	–	2295
2025 Q3	$14.9K	Buy	938 +172	+22%	+$2.42K	﹤0.01%	1536
2025 Q2	$8.48K	Buy	766 +230	+43%	+$2.25K	﹤0.01%	1665
2025 Q1	$5.48K	Buy	536 +39	+8%	+$474	﹤0.01%	1735
2024 Q4	$6.5K	Buy	497 +28	+6%	+$389	﹤0.01%	1614
2024 Q3	$6.39K	Buy	469 +220	+88%	+$2.77K	﹤0.01%	1649
2024 Q2	$2.59K	Buy	249 +165	+196%	+$1.71K	﹤0.01%	1673
2024 Q1	$879	Buy	+84	New	+$850	﹤0.01%	1824
2022 Q4	–	Sell	-25,062	Closed	-$287K	–	1737
2022 Q3	$287K	Sell	25,062 -3,259	-12%	-$49.2K	﹤0.01%	519
2022 Q2	$432K	Hold	28,321	–	–	0.01%	488
2022 Q1	$581K	Sell	28,321 -2,636	-9%	-$55.8K	0.01%	455
2021 Q4	$688K	Buy	+30,957	New	+$598K	0.01%	438

Other funds holding CWK

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.7T AUM 30.48% 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

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return