UMB Bank’s STAG Industrial STAG Stock Holding History

UMB Bank’s Portfolio STAG Stock Details STAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$208K	Buy	5,763 +99	+2%	+$3.75K	﹤0.01%	682
2025 Q4	$208K	Buy	5,664 +599	+12%	+$22.7K	﹤0.01%	672
2025 Q3	$179K	Buy	5,065 +2,637	+109%	+$94K	﹤0.01%	652
2025 Q2	$88.1K	Sell	2,428 -479	-16%	-$16.6K	﹤0.01%	888
2025 Q1	$105K	Buy	2,907 +1,851	+175%	+$64.6K	﹤0.01%	747
2024 Q4	$35.7K	Buy	1,056 +184	+21%	+$6.73K	﹤0.01%	1045
2024 Q3	$34.1K	Buy	872 +306	+54%	+$12K	﹤0.01%	1005
2024 Q2	$20.4K	Buy	566 +1	+0.2%	+$36	﹤0.01%	1061
2024 Q1	$21.7K	Buy	565 +187	+49%	+$7.09K	﹤0.01%	1041
2023 Q4	$14.8K	Hold	378	–	–	﹤0.01%	1162
2023 Q3	$13K	Hold	378	–	–	﹤0.01%	1203
2023 Q2	$13.6K	Hold	378	–	–	﹤0.01%	1202
2023 Q1	$12.8K	Hold	378	–	–	﹤0.01%	1227
2022 Q4	$12K	Sell	378 -29	-7%	-$908	﹤0.01%	1254
2022 Q3	$12K	Sell	407 -296	-42%	-$9.33K	﹤0.01%	1262
2022 Q2	$22K	Hold	703	–	–	﹤0.01%	1145
2022 Q1	$29K	Hold	703	–	–	﹤0.01%	1118
2021 Q4	$34K	Buy	+703	New	+$30.6K	﹤0.01%	1109

Other funds holding STAG

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return