UMB Bank’s Mine Safety MSA Stock Holding History

UMB Bank’s Portfolio MSA Stock Details MSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$458K	Buy	2,795 +56	+2%	+$10.2K	0.01%	493
2025 Q4	$439K	Buy	2,739 +252	+10%	+$41K	0.01%	500
2025 Q3	$428K	Buy	2,487 +936	+60%	+$162K	0.01%	460
2025 Q2	$260K	Buy	1,551 +1,270	+452%	+$199K	﹤0.01%	534
2025 Q1	$41.2K	Buy	281 +99	+54%	+$15.8K	﹤0.01%	1132
2024 Q4	$30.2K	Buy	182 +80	+78%	+$13.7K	﹤0.01%	1109
2024 Q3	$18.1K	Buy	102 +79	+343%	+$14.4K	﹤0.01%	1270
2024 Q2	$4.32K	Buy	23 +13	+130%	+$2.42K	﹤0.01%	1482
2024 Q1	$1.94K	Sell	10 -54	-84%	-$9.49K	﹤0.01%	1550
2023 Q4	$10.8K	Buy	+64	New	+$10.4K	﹤0.01%	1267
2022 Q3	–	Sell	-10	Closed	-$1K	–	1893
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	1845
2022 Q1	$1K	Sell	10 -12	-55%	-$1.66K	﹤0.01%	1920
2021 Q4	$3K	Buy	+22	New	+$3.3K	﹤0.01%	1749

Other funds holding MSA

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 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

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Dimensional Fund Advisors

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

JP Morgan Chase

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

M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return