UB
SF

UMB Bank’s Stifel SF Stock Holding History

UMB Bank’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$197K Buy
2,669
+135
+5% +$10.7K ﹤0.01% 699
2025
Q4 		$211K Buy
2,534
+80
+3% +$6.39K ﹤0.01% 668
2025
Q3 		$186K Buy
2,454
+13
+0.5% +$973 ﹤0.01% 641
2025
Q2 		$169K Buy
2,441
+8
+0.3% +$491 ﹤0.01% 637
2025
Q1 		$153K Buy
2,433
+813
+50% +$57.3K ﹤0.01% 634
2024
Q4 		$115K Buy
1,620
+315
+24% +$22.5K ﹤0.01% 663
2024
Q3 		$81.7K Buy
1,305
+349
+37% +$19.9K ﹤0.01% 744
2024
Q2 		$53.6K Sell
956
-13
-1% -$689 ﹤0.01% 811
2024
Q1 		$50.5K Buy
969
+42
+5% +$2.07K ﹤0.01% 834
2023
Q4 		$42.7K Sell
927
-99
-10% -$4.07K ﹤0.01% 868
2023
Q3 		$42K Hold
1,026
– – ﹤0.01% 873
2023
Q2 		$40.8K Hold
1,026
– – ﹤0.01% 890
2023
Q1 		$40.4K Sell
1,026
-302
-23% -$12.7K ﹤0.01% 897
2022
Q4 		$52K Hold
1,328
– – ﹤0.01% 836
2022
Q3 		$46K Sell
1,328
-42
-3% -$1.65K ﹤0.01% 893
2022
Q2 		$51K Hold
1,370
– – ﹤0.01% 919
2022
Q1 		$62K Hold
1,370
– – ﹤0.01% 904
2021
Q4 		$65K Buy
+1,370
New +$66.5K ﹤0.01% 914

Other funds holding SF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return