UMB Bank’s Fresenius Medical Care FMS Stock Holding History

UMB Bank’s Portfolio FMS Stock Details FMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$342K	Buy	15,150 +15,000	+10,000%	+$345K	﹤0.01%	558
2025 Q4	$3.57K	Hold	150	–	–	﹤0.01%	2088
2025 Q3	$3.95K	Hold	150	–	–	﹤0.01%	1932
2025 Q2	$4.29K	Hold	150	–	–	﹤0.01%	1867
2025 Q1	$3.73K	Hold	150	–	–	﹤0.01%	1833
2024 Q4	$3.4K	Hold	150	–	–	﹤0.01%	1820
2024 Q3	$3.19K	Hold	150	–	–	﹤0.01%	1858
2024 Q2	$2.86K	Hold	150	–	–	﹤0.01%	1639
2024 Q1	$2.89K	Hold	150	–	–	﹤0.01%	1455
2023 Q4	$3.13K	Sell	150 -410	-73%	-$7.87K	﹤0.01%	1459
2023 Q3	$12.1K	Hold	560	–	–	﹤0.01%	1232
2023 Q2	$13.4K	Hold	560	–	–	﹤0.01%	1210
2023 Q1	$11.9K	Sell	560 -5,254	-90%	-$101K	﹤0.01%	1237
2022 Q4	$95K	Buy	5,814 +42	+0.7%	+$623	﹤0.01%	714
2022 Q3	$81K	Sell	5,772 -10	-0.2%	-$189	﹤0.01%	762
2022 Q2	$144K	Sell	5,782 -141	-2%	-$4.21K	﹤0.01%	677
2022 Q1	$199K	Hold	5,923	–	–	﹤0.01%	651
2021 Q4	$192K	Buy	+5,923	New	+$195K	﹤0.01%	673

Other funds holding FMS

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

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

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Integral Health Asset Management New York $1.89B AUM 112.84% 1-Year Est. Return