UMB Bank’s Monarch Casino & Resort MCRI Stock Holding History

UMB Bank’s Portfolio MCRI Stock Details MCRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.2K	Buy	243 +9	+4%	+$856	﹤0.01%	1545
2025 Q4	$22.4K	Buy	234 +7	+3%	+$673	﹤0.01%	1520
2025 Q3	$24K	Sell	227 -5	-2%	-$502	﹤0.01%	1388
2025 Q2	$20.1K	Buy	232 +25	+12%	+$2.02K	﹤0.01%	1376
2025 Q1	$16.1K	Buy	207 +23	+13%	+$1.96K	﹤0.01%	1391
2024 Q4	$14.5K	Hold	184	–	–	﹤0.01%	1363
2024 Q3	$14.6K	Sell	184 -2	-1%	-$147	﹤0.01%	1345
2024 Q2	$12.7K	Sell	186 -9	-5%	-$616	﹤0.01%	1218
2024 Q1	$14.6K	Buy	195 +8	+4%	+$554	﹤0.01%	1186
2023 Q4	$12.9K	Hold	187	–	–	﹤0.01%	1204
2023 Q3	$11.6K	Hold	187	–	–	﹤0.01%	1249
2023 Q2	$13.2K	Hold	187	–	–	﹤0.01%	1223
2023 Q1	$13.9K	Sell	187 -19	-9%	-$1.45K	﹤0.01%	1197
2022 Q4	$16K	Sell	206 -131	-39%	-$9.9K	﹤0.01%	1161
2022 Q3	$19K	Buy	337 +187	+125%	+$11.5K	﹤0.01%	1127
2022 Q2	$9K	Buy	150 +66	+79%	+$4.63K	﹤0.01%	1431
2022 Q1	$7K	Buy	+84	New	+$6.28K	﹤0.01%	1584

Other funds holding MCRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return