UMB Bank’s SM Energy SM Stock Holding History

UMB Bank’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$107K	Buy	3,439 +1,528	+80%	+$34.9K	﹤0.01%	947
2025 Q4	$35.7K	Buy	1,911 +967	+102%	+$19.6K	﹤0.01%	1361
2025 Q3	$23.6K	Buy	944 +164	+21%	+$4.42K	﹤0.01%	1395
2025 Q2	$19.3K	Sell	780 -90	-10%	-$2.18K	﹤0.01%	1386
2025 Q1	$26.1K	Buy	870 +120	+16%	+$4.3K	﹤0.01%	1263
2024 Q4	$29.1K	Sell	750 -86	-10%	-$3.63K	﹤0.01%	1125
2024 Q3	$33.4K	Buy	836 +202	+32%	+$8.76K	﹤0.01%	1009
2024 Q2	$27.4K	Sell	634 -195	-24%	-$9.58K	﹤0.01%	974
2024 Q1	$41.3K	Buy	829 +332	+67%	+$13.6K	﹤0.01%	868
2023 Q4	$19.2K	Sell	497 -634	-56%	-$24.4K	﹤0.01%	1072
2023 Q3	$44.8K	Buy	1,131 +113	+11%	+$4.28K	﹤0.01%	858
2023 Q2	$32.2K	Buy	1,018 +543	+114%	+$15.3K	﹤0.01%	960
2023 Q1	$13.4K	Buy	475 +375	+375%	+$11.4K	﹤0.01%	1212
2022 Q4	$3K	Hold	100	–	–	﹤0.01%	1515
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	1509
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	1690
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	1719
2021 Q4	$3K	Buy	+100	New	+$3.12K	﹤0.01%	1760

Other funds holding SM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

American Century Companies

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

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management

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