UB
TDW icon

UMB Bank’s Tidewater TDW Stock Holding History

UMB Bank’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.3K Buy
291
+7
+2% +$487 ﹤0.01% 1529
2025
Q4 		$14.3K Buy
284
+105
+59% +$5.55K ﹤0.01% 1678
2025
Q3 		$9.55K Buy
179
+49
+38% +$2.69K ﹤0.01% 1688
2025
Q2 		$6K Sell
130
-99
-43% -$4.01K ﹤0.01% 1775
2025
Q1 		$9.68K Buy
229
+114
+99% +$5.67K ﹤0.01% 1560
2024
Q4 		$6.29K Buy
115
+79
+219% +$4.5K ﹤0.01% 1626
2024
Q3 		$2.58K Sell
36
-19
-35% -$1.66K ﹤0.01% 1923
2024
Q2 		$5.24K Buy
+55
New +$5.42K ﹤0.01% 1421
2013
Q4 		– Sell
-138
Closed -$264 – 305
2013
Q3 		$264 Sell
138
-78
-36% -$145K 0.02% 259
2013
Q2 		$396 Buy
+216
New +$377K 0.02% 216

Other funds holding TDW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return