UMB Bank’s ENI E Stock Holding History

UMB Bank’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.28K	Hold	111	–	–	﹤0.01%	1989
2025 Q4	$4.21K	Hold	111	–	–	﹤0.01%	2059
2025 Q3	$3.88K	Hold	111	–	–	﹤0.01%	1939
2025 Q2	$3.6K	Sell	111 -539	-83%	-$16K	﹤0.01%	1908
2025 Q1	$20.1K	Buy	650 +184	+39%	+$5.37K	﹤0.01%	1327
2024 Q4	$12.7K	Hold	466	–	–	﹤0.01%	1400
2024 Q3	$14.1K	Sell	466 -116	-20%	-$3.63K	﹤0.01%	1358
2024 Q2	$17.9K	Sell	582 -365	-39%	-$11.6K	﹤0.01%	1099
2024 Q1	$30K	Hold	947	–	–	﹤0.01%	954
2023 Q4	$32.2K	Sell	947 -150	-14%	-$4.88K	﹤0.01%	927
2023 Q3	$35K	Buy	1,097 +151	+16%	+$4.66K	﹤0.01%	920
2023 Q2	$27.2K	Buy	946 +104	+12%	+$3.02K	﹤0.01%	1005
2023 Q1	$23.6K	Buy	842 +425	+102%	+$12.4K	﹤0.01%	1046
2022 Q4	$12K	Hold	417	–	–	﹤0.01%	1239
2022 Q3	$9K	Hold	417	–	–	﹤0.01%	1340
2022 Q2	$10K	Buy	417 +52	+14%	+$1.48K	﹤0.01%	1390
2022 Q1	$11K	Sell	365 -58	-14%	-$1.73K	﹤0.01%	1454
2021 Q4	$12K	Buy	+423	New	+$11.8K	﹤0.01%	1404

Other funds holding E

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

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

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