UMB Bank’s AvalonBay Communities AVB Stock Holding History

UMB Bank’s Portfolio AVB Stock Details AVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$422K	Sell	2,236 -12	-0.5%	-$2.17K	0.01%	532
2026 Q1	$367K	Sell	2,248 -191	-8%	-$33.4K	0.01%	536
2025 Q4	$442K	Sell	2,439 -15	-0.6%	-$2.72K	0.01%	496
2025 Q3	$474K	Sell	2,454 -221	-8%	-$43K	0.01%	438
2025 Q2	$544K	Sell	2,675 -58	-2%	-$11.9K	0.01%	403
2025 Q1	$587K	Buy	2,733 +10	+0.4%	+$2.17K	0.01%	391
2024 Q4	$599K	Buy	2,723 +114	+4%	+$25.7K	0.01%	388
2024 Q3	$588K	Buy	2,609 +9	+0.3%	+$1.94K	0.01%	385
2024 Q2	$538K	Sell	2,600 -405	-13%	-$78.3K	0.01%	392
2024 Q1	$558K	Hold	3,005	–	–	0.01%	398
2023 Q4	$563K	Buy	3,005 +9	+0.3%	+$1.57K	0.01%	407
2023 Q3	$515K	Hold	2,996	–	–	0.01%	400
2023 Q2	$567K	Hold	2,996	–	–	0.01%	398
2023 Q1	$504K	Sell	2,996 -6	-0.2%	-$1.02K	0.01%	411
2022 Q4	$485K	Buy	3,002 +8	+0.3%	+$1.36K	0.01%	418
2022 Q3	$552K	Buy	2,994 +6	+0.2%	+$1.21K	0.01%	426
2022 Q2	$581K	Hold	2,988	–	–	0.01%	447
2022 Q1	$742K	Hold	2,988	–	–	0.01%	430
2021 Q4	$754K	Buy	+2,988	New	+$713K	0.01%	425

Other funds holding AVB

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

UMB Bank's AVB Position: Q2 2026 in Review

UMB Bank reduced its AvalonBay Communities (AVB) stake by 0.53% in Q2 2026, selling an estimated $2.17K and leaving 2,236 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #532.

UMB Bank first reported a position in AVB in Q4 2021 and has held it in 19 quarters since. The position peaked at $754K in Q4 2021. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

UMB Bank held 2,236 shares of AvalonBay Communities worth $422K as of Q2 2026.
UMB Bank sold 12 AvalonBay Communities shares in Q2 2026, an estimated $2.17K.
AvalonBay Communities made up 0.01% of UMB Bank's portfolio in Q2 2026, its #532 holding.
UMB Bank first reported a position in AvalonBay Communities in Q4 2021 and has held it in 19 quarters since.
UMB Bank's AvalonBay Communities position peaked at $754K in Q4 2021.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

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