UMB Bank’s Saia SAIA Stock Holding History

UMB Bank’s Portfolio SAIA Stock Details SAIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$123K	Buy	349 +47	+16%	+$17.1K	﹤0.01%	887
2025 Q4	$98.6K	Buy	302 +4	+1%	+$1.21K	﹤0.01%	959
2025 Q3	$89.2K	Buy	298 +66	+28%	+$19.9K	﹤0.01%	915
2025 Q2	$63.6K	Sell	232 -1	-0.4%	-$285	﹤0.01%	1028
2025 Q1	$81.4K	Sell	233 -3,474	-94%	-$1.51M	﹤0.01%	857
2024 Q4	$1.69M	Buy	3,707 +37	+1%	+$18.3K	0.03%	253
2024 Q3	$1.6M	Sell	3,670 -344	-9%	-$146K	0.03%	270
2024 Q2	$1.9M	Buy	4,014 +7	+0.2%	+$3.26K	0.03%	241
2024 Q1	$2.34M	Buy	4,007 +7	+0.2%	+$3.66K	0.04%	225
2023 Q4	$1.75M	Hold	4,000	–	–	0.03%	263
2023 Q3	$1.59M	Hold	4,000	–	–	0.03%	273
2023 Q2	$1.37M	Hold	4,000	–	–	0.02%	299
2023 Q1	$1.09M	Hold	4,000	–	–	0.02%	318
2022 Q4	$839K	Hold	4,000	–	–	0.01%	359
2022 Q3	$760K	Hold	4,000	–	–	0.01%	381
2022 Q2	$752K	Hold	4,000	–	–	0.01%	409
2022 Q1	$975K	Hold	4,000	–	–	0.01%	389
2021 Q4	$1.35M	Buy	+4,000	New	+$1.24M	0.02%	355

Other funds holding SAIA

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

First Trust Advisors

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return