UB
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UMB Bank’s SEI Investments SEIC Stock Holding History

UMB Bank’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$608K Sell
7,745
-68,967
-90% -$5.68M 0.01% 435
2025
Q4 		$6.29M Sell
76,712
-897
-1% -$73.7K 0.08% 162
2025
Q3 		$6.59M Buy
77,609
+83
+0.1% +$7.37K 0.1% 143
2025
Q2 		$6.97M Sell
77,526
-4,753
-6% -$383K 0.11% 143
2025
Q1 		$6.39M Sell
82,279
-27,998
-25% -$2.25M 0.11% 141
2024
Q4 		$9.1M Buy
+110,277
New +$8.65M 0.14% 113
2024
Q1 		– Sell
-600
Closed -$38.1K – 2183
2023
Q4 		$38.1K Hold
600
– – ﹤0.01% 892
2023
Q3 		$36.1K Hold
600
– – ﹤0.01% 906
2023
Q2 		$35.8K Hold
600
– – ﹤0.01% 931
2023
Q1 		$34.5K Sell
600
-71
-11% -$4.26K ﹤0.01% 935
2022
Q4 		$39K Sell
671
-5,333
-89% -$300K ﹤0.01% 914
2022
Q3 		$294K Sell
6,004
-11,119
-65% -$607K 0.01% 513
2022
Q2 		$925K Buy
17,123
+16,502
+2,657% +$929K 0.01% 383
2022
Q1 		$37K Sell
621
-223
-26% -$13.3K ﹤0.01% 1043
2021
Q4 		$52K Buy
+844
New +$52.3K ﹤0.01% 988

Other funds holding SEIC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return