UMB Bank’s SPX Corp SPXC Stock Holding History

UMB Bank’s Portfolio SPXC Stock Details SPXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$89.6K	Buy	448 +123	+38%	+$26.4K	﹤0.01%	1014
2025 Q4	$65K	Buy	325 +23	+8%	+$4.69K	﹤0.01%	1139
2025 Q3	$56.4K	Buy	302 +36	+14%	+$6.65K	﹤0.01%	1113
2025 Q2	$44.6K	Buy	266 +31	+13%	+$4.54K	﹤0.01%	1149
2025 Q1	$30.3K	Buy	235 +17	+8%	+$2.44K	﹤0.01%	1227
2024 Q4	$31.7K	Hold	218	–	–	﹤0.01%	1089
2024 Q3	$34.8K	Buy	218 +5	+2%	+$754	﹤0.01%	996
2024 Q2	$30.3K	Buy	213 +193	+965%	+$25.5K	﹤0.01%	945
2024 Q1	$2.46K	Sell	20 -12	-38%	-$1.3K	﹤0.01%	1482
2023 Q4	$3.23K	Hold	32	–	–	﹤0.01%	1455
2023 Q3	$2.6K	Hold	32	–	–	﹤0.01%	1503
2023 Q2	$2.72K	Hold	32	–	–	﹤0.01%	1487
2023 Q1	$2.26K	Hold	32	–	–	﹤0.01%	1514
2022 Q4	$2K	Buy	+32	New	+$2.09K	﹤0.01%	1572
2022 Q3	–	Sell	-32	Closed	-$2K	–	1949
2022 Q2	$2K	Hold	32	–	–	﹤0.01%	1772
2022 Q1	$2K	Hold	32	–	–	﹤0.01%	1849
2021 Q4	$2K	Buy	+32	New	+$1.94K	﹤0.01%	1847

Other funds holding SPXC

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return