UB
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UMB Bank’s Helix Energy Solutions HLX Stock Holding History

UMB Bank’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.89K Buy
596
+24
+4% +$204 ﹤0.01% 2005
2025
Q4 		$3.59K Sell
572
-20
-3% -$133 ﹤0.01% 2087
2025
Q3 		$3.88K Buy
592
+35
+6% +$220 ﹤0.01% 1938
2025
Q2 		$3.48K Sell
557
-367
-40% -$2.43K ﹤0.01% 1915
2025
Q1 		$7.68K Buy
924
+839
+987% +$7.07K ﹤0.01% 1632
2024
Q4 		$792 Sell
85
-165
-66% -$1.66K ﹤0.01% 2013
2024
Q3 		$2.77K Buy
250
+102
+69% +$1.12K ﹤0.01% 1900
2024
Q2 		$1.77K Buy
148
+84
+131% +$937 ﹤0.01% 1820
2024
Q1 		$694 Buy
+64
New +$623 ﹤0.01% 1895
2023
Q3 		– Sell
-1,000
Closed -$7.38K – 1720
2023
Q2 		$7.38K Hold
1,000
– – ﹤0.01% 1358
2023
Q1 		$7.74K Hold
1,000
– – ﹤0.01% 1339
2022
Q4 		$7K Hold
1,000
– – ﹤0.01% 1376
2022
Q3 		$4K Hold
1,000
– – ﹤0.01% 1500
2022
Q2 		$3K Hold
1,000
– – ﹤0.01% 1665
2022
Q1 		$5K Hold
1,000
– – ﹤0.01% 1654
2021
Q4 		$3K Buy
+1,000
New +$3.69K ﹤0.01% 1741

Other funds holding HLX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return