UB
EXPO icon

UMB Bank’s Exponent EXPO Stock Holding History

UMB Bank’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.7K Sell
424
-480
-53% -$34.1K ﹤0.01% 1482
2025
Q4 		$62.8K Buy
904
+320
+55% +$22.5K ﹤0.01% 1154
2025
Q3 		$40.6K Buy
584
+346
+145% +$24.7K ﹤0.01% 1232
2025
Q2 		$17.8K Sell
238
-395
-62% -$30.6K ﹤0.01% 1415
2025
Q1 		$51.3K Buy
633
+567
+859% +$49.4K ﹤0.01% 1039
2024
Q4 		$5.88K Sell
66
-85
-56% -$8.56K ﹤0.01% 1653
2024
Q3 		$17.4K Buy
151
+119
+372% +$12.4K ﹤0.01% 1283
2024
Q2 		$3.04K Buy
32
+19
+146% +$1.71K ﹤0.01% 1620
2024
Q1 		$1.07K Buy
+13
New +$1.07K ﹤0.01% 1751
2022
Q3 		– Sell
-55
Closed -$5K – 1815
2022
Q2 		$5K Hold
55
– – ﹤0.01% 1578
2022
Q1 		$6K Hold
55
– – ﹤0.01% 1619
2021
Q4 		$6K Buy
+55
New +$6.46K ﹤0.01% 1582

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return