UB
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UMB Bank’s Woori Financial WF Stock Holding History

UMB Bank’s Portfolio WF Stock Details WF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.7K Hold
431
– – ﹤0.01% 1468
2025
Q4 		$25.3K Sell
431
-96
-18% -$5.35K ﹤0.01% 1476
2025
Q3 		$29.6K Hold
527
– – ﹤0.01% 1324
2025
Q2 		$26.2K Hold
527
– – ﹤0.01% 1304
2025
Q1 		$17.6K Sell
527
-55
-9% -$1.84K ﹤0.01% 1363
2024
Q4 		$18.2K Hold
582
– – ﹤0.01% 1294
2024
Q3 		$20.8K Buy
582
+28
+5% +$966 ﹤0.01% 1215
2024
Q2 		$17.8K Buy
554
+10
+2% +$313 ﹤0.01% 1103
2024
Q1 		$17.6K Buy
544
+78
+17% +$2.5K ﹤0.01% 1121
2023
Q4 		$14.1K Hold
466
– – ﹤0.01% 1184
2023
Q3 		$12.8K Hold
466
– – ﹤0.01% 1210
2023
Q2 		$12.6K Hold
466
– – ﹤0.01% 1239
2023
Q1 		$12.3K Hold
466
– – ﹤0.01% 1234
2022
Q4 		$13K Hold
466
– – ﹤0.01% 1230
2022
Q3 		$10K Hold
466
– – ﹤0.01% 1326
2022
Q2 		$13K Sell
466
-41
-8% -$1.44K ﹤0.01% 1319
2022
Q1 		$19K Sell
507
-91
-15% -$3.29K ﹤0.01% 1278
2021
Q4 		$19K Buy
+598
New +$19.5K ﹤0.01% 1297

Other funds holding WF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return