UB
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UMB Bank’s Reaves Utility Income Fund UTG Stock Holding History

UMB Bank’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.5K Hold
574
– – ﹤0.01% 1552
2025
Q4 		$21K Hold
574
– – ﹤0.01% 1544
2025
Q3 		$22.7K Hold
574
– – ﹤0.01% 1404
2025
Q2 		$20.8K Hold
574
– – ﹤0.01% 1366
2025
Q1 		$18.7K Hold
574
– – ﹤0.01% 1348
2024
Q4 		$18.2K Hold
574
– – ﹤0.01% 1293
2024
Q3 		$18.8K Hold
574
– – ﹤0.01% 1254
2024
Q2 		$15.7K Hold
574
– – ﹤0.01% 1154
2024
Q1 		$15.5K Hold
574
– – ﹤0.01% 1171
2023
Q4 		$15.3K Hold
574
– – ﹤0.01% 1149
2023
Q3 		$14.1K Hold
574
– – ﹤0.01% 1173
2023
Q2 		$15.7K Hold
574
– – ﹤0.01% 1153
2023
Q1 		$16.3K Hold
574
– – ﹤0.01% 1144
2022
Q4 		$16K Hold
574
– – ﹤0.01% 1171
2022
Q3 		$16K Hold
574
– – ﹤0.01% 1188
2022
Q2 		$18K Hold
574
– – ﹤0.01% 1220
2022
Q1 		$20K Buy
+574
New +$19K ﹤0.01% 1262

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return