UMB Bank’s Thomson Reuters TRI Stock Holding History

UMB Bank’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.7K	Hold	117	–	–	﹤0.01%	1829
2025 Q4	$15.7K	Sell	117 -317	-73%	-$45.9K	﹤0.01%	1645
2025 Q3	$68.5K	Buy	434 +76	+21%	+$14.2K	﹤0.01%	1019
2025 Q2	$73.2K	Hold	358	–	–	﹤0.01%	957
2025 Q1	$62.9K	Hold	358	–	–	﹤0.01%	959
2024 Q4	$58.4K	Sell	358 -45	-11%	-$7.58K	﹤0.01%	858
2024 Q3	$69.8K	Sell	403 -10	-2%	-$1.69K	﹤0.01%	780
2024 Q2	$70.6K	Hold	413	–	–	﹤0.01%	761
2024 Q1	$65.3K	Sell	413 -73	-15%	-$11.4K	﹤0.01%	789
2023 Q4	$72.2K	Buy	486 +369	+315%	+$49.8K	﹤0.01%	769
2023 Q3	$14.6K	Buy	+117	New	+$15.4K	﹤0.01%	1162
2023 Q2	–	Sell	-118	Closed	-$16.1K	–	1745
2023 Q1	$16.1K	Hold	118	–	–	﹤0.01%	1149
2022 Q4	$14K	Hold	118	–	–	﹤0.01%	1207
2022 Q3	$13K	Sell	118 -6	-5%	-$696	﹤0.01%	1245
2022 Q2	$14K	Hold	124	–	–	﹤0.01%	1294
2022 Q1	$14K	Hold	124	–	–	﹤0.01%	1388
2021 Q4	$16K	Buy	+124	New	+$15.4K	﹤0.01%	1335

Other funds holding TRI

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

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