UMB Bank’s Artisan Partners APAM Stock Holding History

UMB Bank’s Portfolio APAM Stock Details APAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.2K	Sell	642 -3	-0.5%	-$110	﹤0.01%	1635
2026 Q1	$23.5K	Buy	645 +354	+122%	+$14.5K	﹤0.01%	1539
2025 Q4	$11.9K	Sell	291 -54	-16%	-$2.3K	﹤0.01%	1755
2025 Q3	$15K	Buy	345 +50	+17%	+$2.31K	﹤0.01%	1535
2025 Q2	$13.1K	Sell	295 -90	-23%	-$3.6K	﹤0.01%	1509
2025 Q1	$15.1K	Buy	385 +129	+50%	+$5.46K	﹤0.01%	1413
2024 Q4	$11K	Buy	256 +3	+1%	+$137	﹤0.01%	1443
2024 Q3	$11K	Buy	253 +101	+66%	+$4.17K	﹤0.01%	1448
2024 Q2	$6.27K	Buy	152 +48	+46%	+$2.07K	﹤0.01%	1364
2024 Q1	$4.76K	Buy	+104	New	+$4.47K	﹤0.01%	1387
2023 Q4	–	Sell	-57	Closed	-$2.13K	–	1611
2023 Q3	$2.13K	Hold	57	–	–	﹤0.01%	1519
2023 Q2	$2.24K	Hold	57	–	–	﹤0.01%	1505
2023 Q1	$1.82K	Hold	57	–	–	﹤0.01%	1529
2022 Q4	$2K	Hold	57	–	–	﹤0.01%	1531
2022 Q3	$2K	Sell	57 -1,323	-96%	-$46.5K	﹤0.01%	1580
2022 Q2	$49K	Buy	1,380 +38	+3%	+$1.38K	﹤0.01%	925
2022 Q1	$53K	Sell	1,342 -68	-5%	-$2.76K	﹤0.01%	956
2021 Q4	$67K	Buy	+1,410	New	+$67.7K	﹤0.01%	905

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

UMB Bank's APAM Position: Q2 2026 in Review

UMB Bank reduced its Artisan Partners (APAM) stake by 0.47% in Q2 2026, selling an estimated $110 and leaving 642 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

UMB Bank first reported a position in APAM in Q4 2021 and has held it in 18 quarters since. The position peaked at $67K in Q4 2021. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

UMB Bank held 642 shares of Artisan Partners worth $22.2K as of Q2 2026.
UMB Bank sold 3 Artisan Partners shares in Q2 2026, an estimated $110.
Artisan Partners made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1635 holding.
UMB Bank first reported a position in Artisan Partners in Q4 2021 and has held it in 18 quarters since.
UMB Bank's Artisan Partners position peaked at $67K in Q4 2021.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

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