UB
ROIC

UMB Bank’s Retail Opportunity Investments Corp. ROIC Stock Holding History

UMB Bank’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-328
Closed -$5.69K – 2189
2024
Q4 		$5.69K Hold
328
– – ﹤0.01% 1666
2024
Q3 		$5.16K Buy
328
+147
+81% +$2.15K ﹤0.01% 1717
2024
Q2 		$2.25K Buy
181
+105
+138% +$1.3K ﹤0.01% 1731
2024
Q1 		$974 Buy
+76
New +$1.01K ﹤0.01% 1784

Other funds holding ROIC

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return