UMB Bank’s Factset FDS Stock Holding History

UMB Bank’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$95.7K	Buy	441 +172	+64%	+$40.1K	﹤0.01%	987
2025 Q4	$78.1K	Buy	269 +211	+364%	+$59.2K	﹤0.01%	1056
2025 Q3	$16.6K	Buy	58 +6	+12%	+$2.29K	﹤0.01%	1509
2025 Q2	$23.3K	Buy	52 +9	+21%	+$3.94K	﹤0.01%	1337
2025 Q1	$19.6K	Buy	43 +6	+16%	+$2.73K	﹤0.01%	1334
2024 Q4	$17.8K	Buy	37 +18	+95%	+$8.55K	﹤0.01%	1303
2024 Q3	$8.74K	Sell	19 -47	-71%	-$20K	﹤0.01%	1535
2024 Q2	$26.9K	Buy	66 +39	+144%	+$16.6K	﹤0.01%	984
2024 Q1	$12.3K	Hold	27	–	–	﹤0.01%	1235
2023 Q4	$12.9K	Hold	27	–	–	﹤0.01%	1206
2023 Q3	$11.8K	Buy	27 +11	+69%	+$4.68K	﹤0.01%	1242
2023 Q2	$6.41K	Sell	16 -9	-36%	-$3.63K	﹤0.01%	1377
2023 Q1	$10.4K	Sell	25 -16	-39%	-$6.66K	﹤0.01%	1280
2022 Q4	$16K	Sell	41 -1,346	-97%	-$573K	﹤0.01%	1159
2022 Q3	$555K	Sell	1,387 -4,418	-76%	-$1.87M	0.01%	424
2022 Q2	$2.23M	Sell	5,805 -52	-0.9%	-$20.4K	0.03%	267
2022 Q1	$2.54M	Sell	5,857 -152	-3%	-$64.1K	0.03%	271
2021 Q4	$2.92M	Buy	+6,009	New	+$2.69M	0.04%	251

Other funds holding FDS

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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