UB
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UMB Bank’s Donnelley Financial Solutions DFIN Stock Holding History

UMB Bank’s Portfolio DFIN Stock Details DFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.2K Buy
238
+4
+2% +$196 ﹤0.01% 1817
2025
Q4 		$10.9K Buy
234
+8
+4% +$387 ﹤0.01% 1793
2025
Q3 		$11.6K Buy
226
+43
+23% +$2.45K ﹤0.01% 1620
2025
Q2 		$11.3K Buy
183
+153
+510% +$7.89K ﹤0.01% 1567
2025
Q1 		$1.31K Sell
30
-47
-61% -$2.6K ﹤0.01% 2018
2024
Q4 		$4.83K Hold
77
– – ﹤0.01% 1720
2024
Q3 		$5.07K Buy
77
+41
+114% +$2.66K ﹤0.01% 1724
2024
Q2 		$2.15K Buy
36
+24
+200% +$1.47K ﹤0.01% 1754
2024
Q1 		$744 Buy
+12
New +$751 ﹤0.01% 1875

Other funds holding DFIN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.2B AUM 23.27% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return