UMB Bank’s Pearson PSO Stock Holding History

UMB Bank’s Portfolio PSO Stock Details PSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.42K	Hold	413	–	–	﹤0.01%	2023
2025 Q4	$5.8K	Hold	413	–	–	﹤0.01%	1986
2025 Q3	$5.85K	Hold	413	–	–	﹤0.01%	1843
2025 Q2	$6.17K	Hold	413	–	–	﹤0.01%	1768
2025 Q1	$6.61K	Hold	413	–	–	﹤0.01%	1680
2024 Q4	$6.66K	Hold	413	–	–	﹤0.01%	1607
2024 Q3	$5.6K	Sell	413 -51	-11%	-$684	﹤0.01%	1691
2024 Q2	$5.79K	Sell	464 -3	-0.6%	-$37	﹤0.01%	1392
2024 Q1	$6.15K	Hold	467	–	–	﹤0.01%	1354
2023 Q4	$5.74K	Sell	467 -55	-11%	-$640	﹤0.01%	1392
2023 Q3	$5.5K	Buy	522 +105	+25%	+$1.13K	﹤0.01%	1400
2023 Q2	$4.37K	Buy	417 +362	+658%	+$3.73K	﹤0.01%	1433
2023 Q1	$575	Hold	55	–	–	﹤0.01%	1639
2022 Q4	$1K	Hold	55	–	–	﹤0.01%	1660
2022 Q3	$1K	Sell	55 -105	-66%	-$1.04K	﹤0.01%	1699
2022 Q2	$1K	Sell	160 -385	-71%	-$3.71K	﹤0.01%	1855
2022 Q1	$5K	Hold	545	–	–	﹤0.01%	1668
2021 Q4	$5K	Buy	+545	New	+$4.68K	﹤0.01%	1647

Other funds holding PSO

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

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

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return

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

Dimensional Fund Advisors

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optiver Holding

Optiver Holding Amsterdam, Netherlands $2.64B AUM 33.63% 1-Year Est. Return