UB
AAT

UMB Bank’s American Assets Trust AAT Stock Holding History

UMB Bank’s Portfolio AAT Stock Details AAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.52K Buy
102
+9
+10% +$197 ﹤0.01% 2180
2026
Q1 		$1.71K Sell
93
-209
-69% -$3.91K ﹤0.01% 2186
2025
Q4 		$5.72K Buy
302
+99
+49% +$1.91K ﹤0.01% 1988
2025
Q3 		$4.13K Buy
203
+34
+20% +$686 ﹤0.01% 1922
2025
Q2 		$3.34K Buy
169
+112
+196% +$2.18K ﹤0.01% 1922
2025
Q1 		$1.15K Sell
57
-98
-63% -$2.21K ﹤0.01% 2025
2024
Q4 		$4.07K Hold
155
– – ﹤0.01% 1787
2024
Q3 		$4.14K Buy
155
+88
+131% +$2.23K ﹤0.01% 1790
2024
Q2 		$1.5K Buy
67
+42
+168% +$903 ﹤0.01% 1867
2024
Q1 		$548 Buy
+25
New +$552 ﹤0.01% 1955

Other funds holding AAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $332M AUM 17.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAIM
American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UMB Bank's AAT Position: Q2 2026 in Review

UMB Bank increased its American Assets Trust (AAT) stake by 9.7% in Q2 2026, buying an estimated $197 and bringing the position to 102 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

UMB Bank first reported a position in AAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.72K in Q4 2025. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • UMB Bank held 102 shares of American Assets Trust worth $2.52K as of Q2 2026.
  • UMB Bank bought 9 American Assets Trust shares in Q2 2026, an estimated $197.
  • American Assets Trust made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2180 holding.
  • UMB Bank first reported a position in American Assets Trust in Q1 2024 and has held it in 10 quarters since.
  • UMB Bank's American Assets Trust position peaked at $5.72K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.