UMB Bank’s Worthington Enterprises WOR Stock Holding History

UMB Bank’s Portfolio WOR Stock Details WOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.49K	Buy	182 +10	+6%	+$535	﹤0.01%	1874
2025 Q4	$8.87K	Sell	172 -23	-12%	-$1.27K	﹤0.01%	1862
2025 Q3	$10.8K	Buy	195 +26	+15%	+$1.64K	﹤0.01%	1648
2025 Q2	$10.8K	Buy	169 +7	+4%	+$388	﹤0.01%	1581
2025 Q1	$8.12K	Buy	162 +60	+59%	+$2.53K	﹤0.01%	1611
2024 Q4	$4.09K	Buy	102 +88	+629%	+$3.56K	﹤0.01%	1784
2024 Q3	$580	Hold	14	–	–	﹤0.01%	2098
2024 Q2	$663	Buy	14 +4	+40%	+$226	﹤0.01%	2054
2024 Q1	$622	Buy	+10	New	+$595	﹤0.01%	1925
2022 Q3	–	Sell	-62	Closed	-$2K	–	1995
2022 Q2	$2K	Hold	62	–	–	﹤0.01%	1781
2022 Q1	$2K	Sell	62 -973	-94%	-$33.6K	﹤0.01%	1858
2021 Q4	$35K	Buy	+1,035	New	+$34.1K	﹤0.01%	1103

Other funds holding WOR

BlackRock New York $5.7T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return