UMB Bank’s Doximity DOCS Stock Holding History

UMB Bank’s Portfolio DOCS Stock Details DOCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$40K	Buy	1,717 +716	+72%	+$22.3K	﹤0.01%	1339
2025 Q4	$44.3K	Sell	1,001 -452	-31%	-$25.4K	﹤0.01%	1287
2025 Q3	$106K	Buy	1,453 +35	+2%	+$2.28K	﹤0.01%	837
2025 Q2	$87K	Buy	1,418 +107	+8%	+$5.97K	﹤0.01%	891
2025 Q1	$76.1K	Buy	1,311 +736	+128%	+$46.5K	﹤0.01%	882
2024 Q4	$30.7K	Buy	575 +235	+69%	+$11.5K	﹤0.01%	1107
2024 Q3	$14.8K	Buy	340 +257	+310%	+$8.57K	﹤0.01%	1338
2024 Q2	$2.32K	Buy	83 +49	+144%	+$1.29K	﹤0.01%	1718
2024 Q1	$915	Buy	+34	New	+$969	﹤0.01%	1811
2023 Q3	–	Sell	-1,661	Closed	-$56.5K	–	1704
2023 Q2	$56.5K	Hold	1,661	–	–	﹤0.01%	819
2023 Q1	$53.8K	Sell	1,661 -139	-8%	-$4.61K	﹤0.01%	820
2022 Q4	$60K	Sell	1,800 -12,201	-87%	-$373K	﹤0.01%	802
2022 Q3	$423K	Sell	14,001 -1,469	-9%	-$53.8K	0.01%	461
2022 Q2	$539K	Buy	+15,470	New	+$609K	0.01%	457

Other funds holding DOCS

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

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

Geode Capital Management

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return