UMB Bank’s Dolby DLB Stock Holding History

UMB Bank’s Portfolio DLB Stock Details DLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$54.1K	Sell	901 -24	-3%	-$1.52K	﹤0.01%	1235
2025 Q4	$59.4K	Buy	925 +5	+0.5%	+$336	﹤0.01%	1182
2025 Q3	$66.6K	Sell	920 -44	-5%	-$3.23K	﹤0.01%	1035
2025 Q2	$71.6K	Buy	964 +266	+38%	+$19.9K	﹤0.01%	969
2025 Q1	$56.1K	Buy	698 +440	+171%	+$35.9K	﹤0.01%	1004
2024 Q4	$20.1K	Buy	258 +127	+97%	+$9.68K	﹤0.01%	1250
2024 Q3	$10K	Buy	131 +80	+157%	+$5.95K	﹤0.01%	1486
2024 Q2	$4.04K	Buy	51 +34	+200%	+$2.73K	﹤0.01%	1505
2024 Q1	$1.42K	Buy	+17	New	+$1.41K	﹤0.01%	1644
2023 Q4	–	Sell	-60	Closed	-$4.76K	–	1641
2023 Q3	$4.76K	Hold	60	–	–	﹤0.01%	1429
2023 Q2	$5.02K	Hold	60	–	–	﹤0.01%	1412
2023 Q1	$5.13K	Sell	60 -8	-12%	-$646	﹤0.01%	1407
2022 Q4	$5K	Sell	68 -24	-26%	-$1.65K	﹤0.01%	1424
2022 Q3	$6K	Hold	92	–	–	﹤0.01%	1422
2022 Q2	$7K	Hold	92	–	–	﹤0.01%	1488
2022 Q1	$7K	Hold	92	–	–	﹤0.01%	1570
2021 Q4	$9K	Buy	+92	New	+$8.23K	﹤0.01%	1470

Other funds holding DLB

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return