UB
LTC

UMB Bank’s LTC Properties LTC Stock Holding History

UMB Bank’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.88K Buy
266
+8
+3% +$301 ﹤0.01% 1857
2025
Q4 		$8.87K Sell
258
-20
-7% -$705 ﹤0.01% 1861
2025
Q3 		$10.2K Buy
278
+41
+17% +$1.46K ﹤0.01% 1665
2025
Q2 		$8.2K Buy
237
+116
+96% +$4.08K ﹤0.01% 1678
2025
Q1 		$4.29K Hold
121
– – ﹤0.01% 1800
2024
Q4 		$4.18K Buy
121
+7
+6% +$259 ﹤0.01% 1769
2024
Q3 		$4.18K Buy
114
+65
+133% +$2.35K ﹤0.01% 1787
2024
Q2 		$1.69K Buy
49
+35
+250% +$1.17K ﹤0.01% 1841
2024
Q1 		$455 Buy
+14
New +$446 ﹤0.01% 2004
2022
Q1 		– Sell
-200
Closed -$7K – 2035
2021
Q4 		$7K Buy
+200
New +$6.68K ﹤0.01% 1545

Other funds holding LTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return