UMB Bank’s Toyota TM Stock Holding History

UMB Bank’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$117K	Hold	570	–	–	﹤0.01%	905
2025 Q4	$122K	Sell	570 -161	-22%	-$32.7K	﹤0.01%	861
2025 Q3	$140K	Sell	731 -14	-2%	-$2.64K	﹤0.01%	740
2025 Q2	$128K	Sell	745 -64	-8%	-$11.6K	﹤0.01%	736
2025 Q1	$143K	Buy	809 +38	+5%	+$7.07K	﹤0.01%	654
2024 Q4	$150K	Hold	771	–	–	﹤0.01%	618
2024 Q3	$138K	Sell	771 -36	-4%	-$6.72K	﹤0.01%	645
2024 Q2	$165K	Sell	807 -14	-2%	-$3.1K	﹤0.01%	593
2024 Q1	$207K	Sell	821 -66	-7%	-$14.6K	﹤0.01%	568
2023 Q4	$163K	Sell	887 -62	-7%	-$11.3K	﹤0.01%	626
2023 Q3	$171K	Buy	949 +63	+7%	+$10.8K	﹤0.01%	597
2023 Q2	$142K	Hold	886	–	–	﹤0.01%	634
2023 Q1	$126K	Buy	886 +326	+58%	+$45.8K	﹤0.01%	651
2022 Q4	$77K	Sell	560 -200	-26%	-$27.9K	﹤0.01%	752
2022 Q3	$99K	Sell	760 -51	-6%	-$7.73K	﹤0.01%	730
2022 Q2	$125K	Sell	811 -325	-29%	-$53.7K	﹤0.01%	705
2022 Q1	$205K	Buy	1,136 +11	+1%	+$2.06K	﹤0.01%	646
2021 Q4	$209K	Buy	+1,125	New	+$202K	﹤0.01%	654

Other funds holding TM

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return