UB
SAFE

UMB Bank’s Safehold SAFE Stock Holding History

UMB Bank’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.4K Buy
251
+195
+348% +$2.89K ﹤0.01% 2101
2025
Q4 		$767 Sell
56
-106
-65% -$1.51K ﹤0.01% 2227
2025
Q3 		$2.51K Buy
162
+132
+440% +$2.04K ﹤0.01% 2017
2025
Q2 		$467 Sell
30
-275
-90% -$4.27K ﹤0.01% 2075
2025
Q1 		$5.71K Buy
305
+247
+426% +$4.34K ﹤0.01% 1721
2024
Q4 		$1.07K Sell
58
-98
-63% -$2.13K ﹤0.01% 2001
2024
Q3 		$4.09K Buy
156
+63
+68% +$1.49K ﹤0.01% 1795
2024
Q2 		$1.79K Buy
93
+77
+481% +$1.48K ﹤0.01% 1816
2024
Q1 		$330 Buy
+16
New +$333 ﹤0.01% 2068

Other funds holding SAFE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return