UMB Bank’s TFS Financial TFSL Stock Holding History

UMB Bank’s Portfolio TFSL Stock Details TFSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-20	Closed	-$248	–	2180
2025 Q1	$248	Buy	+20	New	+$256	﹤0.01%	2075
2024 Q4	–	Sell	-20,000	Closed	-$257K	–	2177
2024 Q3	$257K	Hold	20,000	–	–	﹤0.01%	524
2024 Q2	$252K	Hold	20,000	–	–	﹤0.01%	520
2024 Q1	$251K	Hold	20,000	–	–	﹤0.01%	525
2023 Q4	$294K	Hold	20,000	–	–	﹤0.01%	499
2023 Q3	$236K	Hold	20,000	–	–	﹤0.01%	530
2023 Q2	$251K	Hold	20,000	–	–	﹤0.01%	527
2023 Q1	$253K	Hold	20,000	–	–	﹤0.01%	525
2022 Q4	$288K	Hold	20,000	–	–	﹤0.01%	501
2022 Q3	$260K	Sell	20,000 -550	-3%	-$7.8K	﹤0.01%	545
2022 Q2	$283K	Hold	20,550	–	–	﹤0.01%	558
2022 Q1	$341K	Hold	20,550	–	–	﹤0.01%	545
2021 Q4	$367K	Buy	+20,550	New	+$392K	﹤0.01%	545

Other funds holding TFSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors

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

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Geode Capital Management

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

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return