UMB Bank’s Woodside Energy WDS Stock Holding History

UMB Bank’s Portfolio WDS Stock Details WDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.9K	Hold	875	–	–	﹤0.01%	1587
2025 Q4	$13.6K	Buy	875 +155	+22%	+$2.46K	﹤0.01%	1697
2025 Q3	$10.8K	Buy	720 +1	+0.1%	+$16	﹤0.01%	1646
2025 Q2	$11.1K	Buy	719 +213	+42%	+$2.98K	﹤0.01%	1573
2025 Q1	$7.33K	Sell	506 -53	-9%	-$806	﹤0.01%	1653
2024 Q4	$8.72K	Sell	559 -463	-45%	-$7.42K	﹤0.01%	1514
2024 Q3	$17.6K	Sell	1,022 -145	-12%	-$2.57K	﹤0.01%	1278
2024 Q2	$22K	Buy	1,167 +167	+17%	+$3.11K	﹤0.01%	1036
2024 Q1	$20K	Sell	1,000 -421	-30%	-$8.52K	﹤0.01%	1083
2023 Q4	$30K	Sell	1,421 -514	-27%	-$10.9K	﹤0.01%	942
2023 Q3	$45.1K	Sell	1,935 -21	-1%	-$512	﹤0.01%	856
2023 Q2	$45.4K	Buy	1,956 +762	+64%	+$17.5K	﹤0.01%	868
2023 Q1	$26.8K	Sell	1,194 -778	-39%	-$18.7K	﹤0.01%	1000
2022 Q4	$47K	Sell	1,972 -1,196	-38%	-$28.4K	﹤0.01%	864
2022 Q3	$64K	Buy	+3,168	New	+$69.8K	﹤0.01%	815

Other funds holding WDS

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

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

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Dimensional Fund Advisors

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

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return