UMB Bank’s Ryder R Stock Holding History

UMB Bank’s Portfolio R Stock Details R Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$105K	Buy	511 +23	+5%	+$4.65K	﹤0.01%	959
2025 Q4	$93.4K	Sell	488 -149	-23%	-$26.8K	﹤0.01%	986
2025 Q3	$120K	Hold	637	–	–	﹤0.01%	786
2025 Q2	$101K	Sell	637 -83	-12%	-$12.2K	﹤0.01%	825
2025 Q1	$104K	Buy	720 +358	+99%	+$55.7K	﹤0.01%	752
2024 Q4	$56.8K	Buy	362 +97	+37%	+$15.2K	﹤0.01%	867
2024 Q3	$38.6K	Buy	265 +80	+43%	+$10.8K	﹤0.01%	951
2024 Q2	$22.9K	Buy	185 +20	+12%	+$2.42K	﹤0.01%	1020
2024 Q1	$19.8K	Buy	165 +15	+10%	+$1.71K	﹤0.01%	1086
2023 Q4	$17.3K	Sell	150 -30	-17%	-$3.15K	﹤0.01%	1114
2023 Q3	$19.3K	Hold	180	–	–	﹤0.01%	1090
2023 Q2	$15.3K	Hold	180	–	–	﹤0.01%	1163
2023 Q1	$16.1K	Hold	180	–	–	﹤0.01%	1151
2022 Q4	$15K	Hold	180	–	–	﹤0.01%	1193
2022 Q3	$14K	Sell	180 -102	-36%	-$7.76K	﹤0.01%	1215
2022 Q2	$20K	Sell	282 -7	-2%	-$513	﹤0.01%	1186
2022 Q1	$23K	Hold	289	–	–	﹤0.01%	1201
2021 Q4	$24K	Buy	+289	New	+$24.2K	﹤0.01%	1220

Other funds holding R

BlackRock New York $5.7T AUM 30.48% 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

Wellington Management Group

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return