UMB Bank’s Shenandoah Telecom SHEN Stock Holding History

UMB Bank’s Portfolio SHEN Stock Details SHEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$150K	Sell	9,740 -219	-2%	-$2.87K	﹤0.01%	792
2025 Q4	$115K	Buy	9,959 +9,550	+2,335%	+$113K	﹤0.01%	886
2025 Q3	$5.49K	Buy	409 +253	+162%	+$3.48K	﹤0.01%	1857
2025 Q2	$2.13K	Sell	156 -211	-57%	-$2.68K	﹤0.01%	1996
2025 Q1	$4.61K	Buy	367 +292	+389%	+$3.43K	﹤0.01%	1783
2024 Q4	$946	Sell	75 -74	-50%	-$995	﹤0.01%	2008
2024 Q3	$2.1K	Buy	149 +73	+96%	+$1.21K	﹤0.01%	1972
2024 Q2	$1.24K	Sell	76 -342	-82%	-$5.51K	﹤0.01%	1919
2024 Q1	$7.26K	Buy	418 +18	+5%	+$349	﹤0.01%	1336
2023 Q4	$8.65K	Hold	400	–	–	﹤0.01%	1323
2023 Q3	$8.24K	Hold	400	–	–	﹤0.01%	1327
2023 Q2	$7.77K	Hold	400	–	–	﹤0.01%	1350
2023 Q1	$7.61K	Hold	400	–	–	﹤0.01%	1343
2022 Q4	$6K	Hold	400	–	–	﹤0.01%	1408
2022 Q3	$7K	Hold	400	–	–	﹤0.01%	1401
2022 Q2	$9K	Hold	400	–	–	﹤0.01%	1436
2022 Q1	$9K	Hold	400	–	–	﹤0.01%	1524
2021 Q4	$10K	Buy	+400	New	+$11.2K	﹤0.01%	1457

Other funds holding SHEN

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

GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return