UMB Bank’s Morningstar MORN Stock Holding History

UMB Bank’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$86K	Buy	509 +119	+31%	+$22.1K	﹤0.01%	1034
2025 Q4	$84.8K	Sell	390 -144	-27%	-$31.2K	﹤0.01%	1027
2025 Q3	$124K	Sell	534 -138	-21%	-$36.8K	﹤0.01%	776
2025 Q2	$211K	Buy	672 +156	+30%	+$46.2K	﹤0.01%	585
2025 Q1	$155K	Buy	516 +49	+10%	+$15.4K	﹤0.01%	629
2024 Q4	$157K	Buy	467 +54	+13%	+$18.4K	﹤0.01%	603
2024 Q3	$132K	Buy	413 +56	+16%	+$17.4K	﹤0.01%	650
2024 Q2	$106K	Buy	357 +10	+3%	+$2.96K	﹤0.01%	668
2024 Q1	$107K	Buy	347 +7	+2%	+$2.02K	﹤0.01%	687
2023 Q4	$97.3K	Hold	340	–	–	﹤0.01%	701
2023 Q3	$79.6K	Hold	340	–	–	﹤0.01%	730
2023 Q2	$66.7K	Sell	340 -35	-9%	-$6.93K	﹤0.01%	785
2023 Q1	$76.1K	Sell	375 -100	-21%	-$22K	﹤0.01%	747
2022 Q4	$103K	Sell	475 -250	-34%	-$57K	﹤0.01%	689
2022 Q3	$154K	Hold	725	–	–	﹤0.01%	646
2022 Q2	$175K	Hold	725	–	–	﹤0.01%	649
2022 Q1	$198K	Hold	725	–	–	﹤0.01%	653
2021 Q4	$248K	Buy	+725	New	+$224K	﹤0.01%	622

Other funds holding MORN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Los Angeles Capital Management

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return