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UMB Bank’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

UMB Bank’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.1K Buy
+312
New +$26.9K ﹤0.01% 1544

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UMB Bank's AVLC Position: Q2 2026 in Review

UMB Bank opened a new position in Avantis US Large Cap Equity ETF (AVLC) in Q2 2026: 312 shares worth $28.1K. The stake represents ﹤0.01% of the portfolio and ranks #1544 among its holdings.

115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • UMB Bank held 312 shares of Avantis US Large Cap Equity ETF worth $28.1K as of Q2 2026.
  • Avantis US Large Cap Equity ETF was a new UMB Bank position in Q2 2026.
  • Avantis US Large Cap Equity ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1544 holding.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

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