UMB Bank
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UMB Bank’s Advanced Energy AEIS Stock Holding History

UMB Bank’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$130K Sell
462
-38
-8% -$11.1K ﹤0.01% 897
2026
Q2 		$186K Buy
500
+55
+12% +$19.2K ﹤0.01% 756
2026
Q1 		$144K Buy
445
+12
+3% +$3.48K ﹤0.01% 807
2025
Q4 		$90.7K Buy
433
+108
+33% +$22K ﹤0.01% 998
2025
Q3 		$55.3K Buy
325
+12
+4% +$1.81K ﹤0.01% 1122
2025
Q2 		$41.5K Buy
313
+94
+43% +$10.4K ﹤0.01% 1178
2025
Q1 		$20.9K Buy
219
+52
+31% +$5.94K ﹤0.01% 1315
2024
Q4 		$19.3K Sell
167
-2
-1% -$225 ﹤0.01% 1271
2024
Q3 		$17.8K Buy
169
+20
+13% +$2.1K ﹤0.01% 1275
2024
Q2 		$16.2K Buy
149
+16
+12% +$1.64K ﹤0.01% 1142
2024
Q1 		$13.6K Buy
133
+16
+14% +$1.63K ﹤0.01% 1208
2023
Q4 		$12.7K Sell
117
-262
-69% -$25.5K ﹤0.01% 1211
2023
Q3 		$39.1K Hold
379
– – ﹤0.01% 891
2023
Q2 		$42.2K Hold
379
– – ﹤0.01% 883
2023
Q1 		$37.1K Hold
379
– – ﹤0.01% 920
2022
Q4 		$32K Sell
379
-14
-4% -$1.18K ﹤0.01% 967
2022
Q3 		$30K Sell
393
-59
-13% -$5.06K ﹤0.01% 988
2022
Q2 		$33K Buy
452
+200
+79% +$15.5K ﹤0.01% 1010
2022
Q1 		$21K Buy
252
+170
+207% +$14.7K ﹤0.01% 1227
2021
Q4 		$8K Buy
+82
New +$7.3K ﹤0.01% 1493

Other funds holding AEIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

UMB Bank's AEIS Position: Q3 2026 in Review

UMB Bank reduced its Advanced Energy (AEIS) stake by 7.6% in Q3 2026, selling an estimated $11.1K and leaving 462 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

UMB Bank first reported a position in AEIS in Q4 2021 and has held it in 20 quarters since. The position peaked at $186K in Q2 2026. 357 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • UMB Bank held 462 shares of Advanced Energy worth $130K as of Q3 2026.
  • UMB Bank sold 38 Advanced Energy shares in Q3 2026, an estimated $11.1K.
  • Advanced Energy made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #897 holding.
  • UMB Bank first reported a position in Advanced Energy in Q4 2021 and has held it in 20 quarters since.
  • UMB Bank's Advanced Energy position peaked at $186K in Q2 2026.
  • 357 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.