UMB Bank’s Gates Industrial GTES Stock Holding History

UMB Bank’s Portfolio GTES Stock Details GTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.5K	Buy	1,658 +114	+7%	+$2.77K	﹤0.01%	1364
2025 Q4	$33.1K	Buy	1,544 +293	+23%	+$6.76K	﹤0.01%	1380
2025 Q3	$31.1K	Buy	1,251 +209	+20%	+$5.19K	﹤0.01%	1309
2025 Q2	$24K	Buy	1,042 +132	+15%	+$2.66K	﹤0.01%	1328
2025 Q1	$16.8K	Buy	910 +354	+64%	+$7.3K	﹤0.01%	1377
2024 Q4	$11.4K	Buy	556 +20	+4%	+$404	﹤0.01%	1429
2024 Q3	$9.41K	Buy	536 +379	+241%	+$6.45K	﹤0.01%	1512
2024 Q2	$2.48K	Hold	157	–	–	﹤0.01%	1687
2024 Q1	$2.78K	Buy	157 +7	+5%	+$101	﹤0.01%	1459
2023 Q4	$2.01K	Sell	150 -900	-86%	-$10.6K	﹤0.01%	1494
2023 Q3	$12.2K	Hold	1,050	–	–	﹤0.01%	1227
2023 Q2	$14.2K	Hold	1,050	–	–	﹤0.01%	1189
2023 Q1	$14.6K	Hold	1,050	–	–	﹤0.01%	1183
2022 Q4	$12K	Hold	1,050	–	–	﹤0.01%	1242
2022 Q3	$10K	Sell	1,050 -1,404	-57%	-$15.9K	﹤0.01%	1306
2022 Q2	$27K	Sell	2,454 -59	-2%	-$738	﹤0.01%	1067
2022 Q1	$38K	Buy	2,513 +334	+15%	+$5.23K	﹤0.01%	1034
2021 Q4	$35K	Buy	+2,179	New	+$35.7K	﹤0.01%	1099

Other funds holding GTES

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

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return