UMB Bank’s Polaris PII Stock Holding History

UMB Bank’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$78.2K	Buy	1,435 +38	+3%	+$2.38K	﹤0.01%	1081
2025 Q4	$88.4K	Sell	1,397 -34	-2%	-$2.24K	﹤0.01%	1005
2025 Q3	$83.2K	Sell	1,431 -10	-0.7%	-$539	﹤0.01%	944
2025 Q2	$58.6K	Buy	1,441 +636	+79%	+$24K	﹤0.01%	1062
2025 Q1	$33K	Buy	805 +429	+114%	+$20.4K	﹤0.01%	1209
2024 Q4	$21.7K	Buy	376 +123	+49%	+$8.56K	﹤0.01%	1228
2024 Q3	$21.1K	Buy	253 +173	+216%	+$14.1K	﹤0.01%	1203
2024 Q2	$6.26K	Sell	80 -16	-17%	-$1.35K	﹤0.01%	1368
2024 Q1	$9.61K	Sell	96 -26	-21%	-$2.39K	﹤0.01%	1284
2023 Q4	$11.6K	Hold	122	–	–	﹤0.01%	1249
2023 Q3	$12.7K	Buy	122 +62	+103%	+$7.37K	﹤0.01%	1211
2023 Q2	$7.26K	Hold	60	–	–	﹤0.01%	1361
2023 Q1	$6.64K	Hold	60	–	–	﹤0.01%	1373
2022 Q4	$6K	Hold	60	–	–	﹤0.01%	1405
2022 Q3	$6K	Hold	60	–	–	﹤0.01%	1434
2022 Q2	$6K	Sell	60 -10	-14%	-$1.04K	﹤0.01%	1542
2022 Q1	$7K	Sell	70 -152	-68%	-$17.3K	﹤0.01%	1591
2021 Q4	$24K	Buy	+222	New	+$26.2K	﹤0.01%	1219

Other funds holding PII

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Dimensional Fund Advisors

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