UB
SUM

UMB Bank’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

UMB Bank’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-176
Closed -$8.91K – 2190
2024
Q4 		$8.91K Hold
176
– – ﹤0.01% 1505
2024
Q3 		$6.87K Sell
176
-152
-46% -$5.84K ﹤0.01% 1619
2024
Q2 		$12K Sell
328
-28
-8% -$1.1K ﹤0.01% 1226
2024
Q1 		$15.9K Hold
356
– – ﹤0.01% 1165
2023
Q4 		$13.7K Hold
356
– – ﹤0.01% 1189
2023
Q3 		$11.1K Hold
356
– – ﹤0.01% 1267
2023
Q2 		$13.5K Hold
356
– – ﹤0.01% 1207
2023
Q1 		$10.1K Sell
356
-1
-0.3% -$30 ﹤0.01% 1288
2022
Q4 		$10K Sell
357
-63
-15% -$1.74K ﹤0.01% 1321
2022
Q3 		$10K Sell
420
-463
-52% -$12.4K ﹤0.01% 1327
2022
Q2 		$21K Hold
883
– – ﹤0.01% 1168
2022
Q1 		$27K Hold
883
– – ﹤0.01% 1161
2021
Q4 		$35K Buy
+883
New +$32.3K ﹤0.01% 1104

Other funds holding SUM

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
WAM
WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return