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UMB Bank’s Apogee Enterprises APOG Stock Holding History

UMB Bank’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.99K Buy
131
+45
+52% +$1.68K ﹤0.01% 2057
2026
Q1 		$2.88K Buy
86
+9
+12% +$333 ﹤0.01% 2124
2025
Q4 		$2.8K Sell
77
-76
-50% -$2.87K ﹤0.01% 2131
2025
Q3 		$6.67K Buy
153
+115
+303% +$4.93K ﹤0.01% 1806
2025
Q2 		$1.54K Sell
38
-88
-70% -$3.63K ﹤0.01% 2029
2025
Q1 		$5.84K Buy
126
+55
+77% +$2.81K ﹤0.01% 1713
2024
Q4 		$5.07K Hold
71
– – ﹤0.01% 1699
2024
Q3 		$4.97K Buy
71
+33
+87% +$2.12K ﹤0.01% 1732
2024
Q2 		$2.39K Buy
38
+30
+375% +$1.86K ﹤0.01% 1709
2024
Q1 		$474 Buy
+8
New +$442 ﹤0.01% 1993

Other funds holding APOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UMB Bank's APOG Position: Q2 2026 in Review

UMB Bank increased its Apogee Enterprises (APOG) stake by 52% in Q2 2026, buying an estimated $1.68K and bringing the position to 131 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

UMB Bank first reported a position in APOG in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.67K in Q3 2025. 238 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • UMB Bank held 131 shares of Apogee Enterprises worth $5.99K as of Q2 2026.
  • UMB Bank bought 45 Apogee Enterprises shares in Q2 2026, an estimated $1.68K.
  • Apogee Enterprises made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2057 holding.
  • UMB Bank first reported a position in Apogee Enterprises in Q1 2024 and has held it in 10 quarters since.
  • UMB Bank's Apogee Enterprises position peaked at $6.67K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

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