UMB Bank’s Loews L Stock Holding History

UMB Bank’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$116K	Buy	1,084 +22	+2%	+$2.35K	﹤0.01%	909
2025 Q4	$112K	Buy	1,062 +2	+0.2%	+$207	﹤0.01%	901
2025 Q3	$106K	Buy	1,060 +230	+28%	+$21.7K	﹤0.01%	835
2025 Q2	$76.1K	Buy	830 +360	+77%	+$31.6K	﹤0.01%	944
2025 Q1	$43.2K	Buy	470 +209	+80%	+$17.9K	﹤0.01%	1112
2024 Q4	$22.1K	Buy	261 +68	+35%	+$5.6K	﹤0.01%	1215
2024 Q3	$15.3K	Buy	193 +14	+8%	+$1.1K	﹤0.01%	1328
2024 Q2	$13.4K	Buy	179 +1	+0.6%	+$76	﹤0.01%	1201
2024 Q1	$13.9K	Hold	178	–	–	﹤0.01%	1196
2023 Q4	$12.4K	Sell	178 -85	-32%	-$5.65K	﹤0.01%	1223
2023 Q3	$16.6K	Hold	263	–	–	﹤0.01%	1128
2023 Q2	$15.6K	Hold	263	–	–	﹤0.01%	1157
2023 Q1	$15.3K	Hold	263	–	–	﹤0.01%	1166
2022 Q4	$15K	Hold	263	–	–	﹤0.01%	1189
2022 Q3	$13K	Hold	263	–	–	﹤0.01%	1236
2022 Q2	$16K	Hold	263	–	–	﹤0.01%	1257
2022 Q1	$18K	Hold	263	–	–	﹤0.01%	1288
2021 Q4	$15K	Buy	+263	New	+$14.9K	﹤0.01%	1343

Other funds holding L

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return