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UMB Bank’s HubSpot HUBS Stock Holding History

UMB Bank’s Portfolio HUBS Stock Details HUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.4K Buy
55
+50
+1,000% +$14K ﹤0.01% 1747
2025
Q4 		$2.01K Hold
5
– – ﹤0.01% 2173
2025
Q3 		$2.34K Buy
+5
New +$2.52K ﹤0.01% 2031
2025
Q2 		– Sell
-1
Closed -$571 – 2158
2025
Q1 		$571 Buy
+1
New +$701 ﹤0.01% 2045
2024
Q3 		– Sell
-111
Closed -$65.5K – 2168
2024
Q2 		$65.5K Hold
111
– – ﹤0.01% 775
2024
Q1 		$69.5K Hold
111
– – ﹤0.01% 771
2023
Q4 		$64.4K Sell
111
-3
-3% -$1.44K ﹤0.01% 790
2023
Q3 		$56.1K Hold
114
– – ﹤0.01% 809
2023
Q2 		$60.7K Hold
114
– – ﹤0.01% 804
2023
Q1 		$48.9K Hold
114
– – ﹤0.01% 844
2022
Q4 		$33K Buy
+114
New +$32.3K ﹤0.01% 960
2022
Q3 		– Sell
-29
Closed -$9K – 1855
2022
Q2 		$9K Hold
29
– – ﹤0.01% 1424
2022
Q1 		$14K Hold
29
– – ﹤0.01% 1376
2021
Q4 		$19K Buy
+29
New +$21.9K ﹤0.01% 1290

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return