UMB Bank’s Westlake Corp WLK Stock Holding History

UMB Bank’s Portfolio WLK Stock Details WLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.4K	Sell	312 -81	-21%	-$7.85K	﹤0.01%	1375
2025 Q4	$29.1K	Sell	393 -185	-32%	-$13.2K	﹤0.01%	1434
2025 Q3	$44.5K	Buy	578 +13	+2%	+$1.08K	﹤0.01%	1201
2025 Q2	$42.9K	Buy	565 +292	+107%	+$23.9K	﹤0.01%	1164
2025 Q1	$27.3K	Buy	273 +75	+38%	+$8.31K	﹤0.01%	1251
2024 Q4	$22.7K	Buy	198 +121	+157%	+$15.7K	﹤0.01%	1197
2024 Q3	$11.6K	Buy	77 +62	+413%	+$8.92K	﹤0.01%	1427
2024 Q2	$2.17K	Buy	15 +6	+67%	+$921	﹤0.01%	1749
2024 Q1	$1.38K	Buy	+9	New	+$1.27K	﹤0.01%	1661

Other funds holding WLK

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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