UMB Bank’s Federated Hermes FHI Stock Holding History

UMB Bank’s Portfolio FHI Stock Details FHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$113K	Buy	1,993 +31	+2%	+$1.7K	﹤0.01%	924
2025 Q4	$102K	Buy	1,962 +14	+0.7%	+$711	﹤0.01%	943
2025 Q3	$101K	Sell	1,948 -200	-9%	-$10.1K	﹤0.01%	860
2025 Q2	$95.2K	Buy	2,148 +83	+4%	+$3.41K	﹤0.01%	856
2025 Q1	$84.2K	Buy	2,065 +734	+55%	+$28.6K	﹤0.01%	842
2024 Q4	$54.7K	Buy	1,331 +117	+10%	+$4.72K	﹤0.01%	884
2024 Q3	$44.6K	Sell	1,214 -222	-15%	-$7.6K	﹤0.01%	907
2024 Q2	$47.2K	Buy	1,436 +296	+26%	+$9.93K	﹤0.01%	839
2024 Q1	$41.2K	Hold	1,140	–	–	﹤0.01%	870
2023 Q4	$38.6K	Hold	1,140	–	–	﹤0.01%	887
2023 Q3	$38.6K	Hold	1,140	–	–	﹤0.01%	892
2023 Q2	$40.9K	Hold	1,140	–	–	﹤0.01%	889
2023 Q1	$45.8K	Sell	1,140 -410	-26%	-$16.1K	﹤0.01%	856
2022 Q4	$56K	Hold	1,550	–	–	﹤0.01%	823
2022 Q3	$51K	Sell	1,550 -20	-1%	-$683	﹤0.01%	863
2022 Q2	$50K	Sell	1,570 -9	-0.6%	-$285	﹤0.01%	921
2022 Q1	$54K	Buy	1,579 +200	+15%	+$6.8K	﹤0.01%	952
2021 Q4	$52K	Buy	+1,379	New	+$47.8K	﹤0.01%	984

Other funds holding FHI

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return