UMB Bank’s MSCI MSCI Stock Holding History

UMB Bank’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$112K	Buy	208 +4	+2%	+$2.26K	﹤0.01%	929
2025 Q4	$117K	Sell	204 -145	-42%	-$81.3K	﹤0.01%	876
2025 Q3	$198K	Buy	349 +171	+96%	+$96.7K	﹤0.01%	619
2025 Q2	$103K	Sell	178 -79	-31%	-$43.7K	﹤0.01%	818
2025 Q1	$145K	Buy	257 +37	+17%	+$21.5K	﹤0.01%	649
2024 Q4	$132K	Buy	220 +49	+29%	+$29.4K	﹤0.01%	634
2024 Q3	$99.7K	Buy	171 +59	+53%	+$32K	﹤0.01%	705
2024 Q2	$54K	Buy	112 +15	+15%	+$7.44K	﹤0.01%	809
2024 Q1	$54.4K	Hold	97	–	–	﹤0.01%	817
2023 Q4	$54.9K	Sell	97 -14	-13%	-$7.23K	﹤0.01%	811
2023 Q3	$57K	Hold	111	–	–	﹤0.01%	807
2023 Q2	$52.1K	Hold	111	–	–	﹤0.01%	838
2023 Q1	$62.1K	Hold	111	–	–	﹤0.01%	792
2022 Q4	$51K	Sell	111 -225	-67%	-$105K	﹤0.01%	841
2022 Q3	$142K	Sell	336 -24	-7%	-$11K	﹤0.01%	656
2022 Q2	$148K	Hold	360	–	–	﹤0.01%	675
2022 Q1	$181K	Hold	360	–	–	﹤0.01%	664
2021 Q4	$220K	Buy	+360	New	+$226K	﹤0.01%	642

Other funds holding MSCI

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Geode Capital Management

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return