UB
IX icon

UMB Bank’s ORIX IX Stock Holding History

UMB Bank’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.2K Hold
740
– – ﹤0.01% 1561
2025
Q4 		$21.6K Hold
740
– – ﹤0.01% 1534
2025
Q3 		$19.3K Hold
740
– – ﹤0.01% 1458
2025
Q2 		$16.7K Sell
740
-95
-11% -$1.95K ﹤0.01% 1438
2025
Q1 		$17.4K Sell
835
-50
-6% -$1.05K ﹤0.01% 1368
2024
Q4 		$18.8K Buy
885
+145
+20% +$3.18K ﹤0.01% 1281
2024
Q3 		$17.2K Hold
740
– – ﹤0.01% 1292
2024
Q2 		$16.5K Sell
740
-320
-30% -$6.83K ﹤0.01% 1139
2024
Q1 		$23.4K Hold
1,060
– – ﹤0.01% 1024
2023
Q4 		$19.8K Sell
1,060
-110
-9% -$2K ﹤0.01% 1061
2023
Q3 		$22K Hold
1,170
– – ﹤0.01% 1053
2023
Q2 		$21.3K Hold
1,170
– – ﹤0.01% 1079
2023
Q1 		$19.2K Buy
1,170
+755
+182% +$12.9K ﹤0.01% 1098
2022
Q4 		$7K Sell
415
-900
-68% -$13.7K ﹤0.01% 1379
2022
Q3 		$19K Sell
1,315
-230
-15% -$3.76K ﹤0.01% 1126
2022
Q2 		$26K Sell
1,545
-215
-12% -$3.91K ﹤0.01% 1081
2022
Q1 		$35K Hold
1,760
– – ﹤0.01% 1060
2021
Q4 		$36K Buy
+1,760
New +$35K ﹤0.01% 1089

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return