UMB Bank’s Pool Corp POOL Stock Holding History

UMB Bank’s Portfolio POOL Stock Details POOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$74.7K	Buy	369 +279	+310%	+$65.8K	﹤0.01%	1100
2025 Q4	$20.6K	Sell	90 -19	-17%	-$4.94K	﹤0.01%	1556
2025 Q3	$33.8K	Hold	109	–	–	﹤0.01%	1280
2025 Q2	$31.8K	Sell	109 -31	-22%	-$9.38K	﹤0.01%	1249
2025 Q1	$44.6K	Buy	140 +28	+25%	+$9.5K	﹤0.01%	1099
2024 Q4	$38.2K	Buy	112 +15	+15%	+$5.47K	﹤0.01%	1024
2024 Q3	$36.5K	Sell	97 -110	-53%	-$38.1K	﹤0.01%	974
2024 Q2	$63.6K	Buy	207 +43	+26%	+$15.6K	﹤0.01%	783
2024 Q1	$66.2K	Buy	164 +113	+222%	+$44.2K	﹤0.01%	785
2023 Q4	$20.3K	Buy	51 +18	+55%	+$6.31K	﹤0.01%	1053
2023 Q3	$11.8K	Hold	33	–	–	﹤0.01%	1247
2023 Q2	$12.4K	Hold	33	–	–	﹤0.01%	1244
2023 Q1	$11.3K	Hold	33	–	–	﹤0.01%	1253
2022 Q4	$10K	Sell	33 -63	-66%	-$20K	﹤0.01%	1313
2022 Q3	$31K	Hold	96	–	–	﹤0.01%	984
2022 Q2	$33K	Sell	96 -58	-38%	-$23K	﹤0.01%	1018
2022 Q1	$65K	Buy	154 +58	+60%	+$27.1K	﹤0.01%	884
2021 Q4	$54K	Buy	+96	New	+$50.3K	﹤0.01%	974

Other funds holding POOL

Wellington Management Group

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

T. Rowe Price Investment Management

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

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