UMB Bank’s Sabesp SBS Stock Holding History

UMB Bank’s Portfolio SBS Stock Details SBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$114K	Buy	18,750 +836	+5%	+$4.59K	﹤0.01%	915
2025 Q4	$85.3K	Hold	17,914	–	–	﹤0.01%	1023
2025 Q3	$86.5K	Buy	17,914 +1,284	+8%	+$5.4K	﹤0.01%	932
2025 Q2	$70.9K	Buy	16,630 +1,114	+7%	+$4.31K	﹤0.01%	972
2025 Q1	$53.7K	Buy	15,516 +2,125	+16%	+$6.77K	﹤0.01%	1020
2024 Q4	$37.2K	Sell	13,391 -3,290	-20%	-$10K	﹤0.01%	1033
2024 Q3	$53.5K	Buy	+16,681	New	+$53.2K	﹤0.01%	856
2024 Q2	–	Sell	-397	Closed	-$1.3K	–	2206
2024 Q1	$1.3K	Hold	397	–	–	﹤0.01%	1685
2023 Q4	$1.17K	Hold	397	–	–	﹤0.01%	1528
2023 Q3	$933	Hold	397	–	–	﹤0.01%	1611
2023 Q2	$912	Hold	397	–	–	﹤0.01%	1601
2023 Q1	$771	Hold	397	–	–	﹤0.01%	1622
2022 Q4	$1K	Hold	397	–	–	﹤0.01%	1666
2022 Q3	$1K	Sell	397 -882	-69%	-$1.5K	﹤0.01%	1704
2022 Q2	$2K	Sell	1,279 -289	-18%	-$521	﹤0.01%	1766
2022 Q1	$3K	Hold	1,568	–	–	﹤0.01%	1776
2021 Q4	$2K	Buy	+1,568	New	+$2.04K	﹤0.01%	1842

Other funds holding SBS

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Royal London Asset Management

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Wellington Management Group

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