UMB Bank’s Marcus & Millichap MMI Stock Holding History

UMB Bank’s Portfolio MMI Stock Details MMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25K	Buy	940 +297	+46%	+$7.82K	﹤0.01%	1518
2025 Q4	$17.5K	Buy	643 +103	+19%	+$2.98K	﹤0.01%	1608
2025 Q3	$15.8K	Buy	540 +12	+2%	+$377	﹤0.01%	1522
2025 Q2	$16.2K	Sell	528 -53	-9%	-$1.61K	﹤0.01%	1450
2025 Q1	$20K	Buy	581 +64	+12%	+$2.36K	﹤0.01%	1328
2024 Q4	$19.8K	Sell	517 -3	-0.6%	-$118	﹤0.01%	1259
2024 Q3	$20.6K	Buy	520 +7	+1%	+$264	﹤0.01%	1220
2024 Q2	$16.2K	Buy	513 +103	+25%	+$3.33K	﹤0.01%	1146
2024 Q1	$14K	Buy	410 +10	+3%	+$366	﹤0.01%	1194
2023 Q4	$17.5K	Sell	400 -842	-68%	-$28K	﹤0.01%	1104
2023 Q3	$36.4K	Hold	1,242	–	–	﹤0.01%	903
2023 Q2	$39.1K	Buy	1,242 +71	+6%	+$2.19K	﹤0.01%	903
2023 Q1	$37.6K	Buy	1,171 +154	+15%	+$5.35K	﹤0.01%	916
2022 Q4	$35K	Sell	1,017 -56	-5%	-$1.99K	﹤0.01%	944
2022 Q3	$35K	Buy	1,073 +47	+5%	+$1.78K	﹤0.01%	957
2022 Q2	$38K	Sell	1,026 -67	-6%	-$2.91K	﹤0.01%	985
2022 Q1	$58K	Hold	1,093	–	–	﹤0.01%	932
2021 Q4	$56K	Buy	+1,093	New	+$51K	﹤0.01%	963

Other funds holding MMI

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Geode Capital Management

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return