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UMB Bank’s Avantis US Equity ETF AVUS Stock Holding History

UMB Bank’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.31M Buy
33,675
+965
+3% +$119K 0.05% 189
2026
Q1 		$3.64M Buy
32,710
+19,160
+141% +$2.19M 0.05% 205
2025
Q4 		$1.51M Buy
13,550
+19
+0.1% +$2.09K 0.02% 304
2025
Q3 		$1.47M Hold
13,531
– – 0.02% 275
2025
Q2 		$1.36M Sell
13,531
-98
-0.7% -$9.18K 0.02% 286
2025
Q1 		$1.26M Sell
13,629
-884
-6% -$86.1K 0.02% 291
2024
Q4 		$1.41M Sell
14,513
-468
-3% -$46K 0.02% 279
2024
Q3 		$1.43M Sell
14,981
-1
-0% -$92 0.02% 281
2024
Q2 		$1.35M Sell
14,982
-2,129
-12% -$188K 0.02% 286
2024
Q1 		$1.53M Buy
17,111
+331
+2% +$28K 0.02% 271
2023
Q4 		$1.37M Hold
16,780
– – 0.02% 296
2023
Q3 		$1.23M Sell
16,780
-15,533
-48% -$1.18M 0.02% 295
2023
Q2 		$2.43M Sell
32,313
-9,855
-23% -$705K 0.04% 234
2023
Q1 		$2.99M Buy
42,168
+3,288
+8% +$233K 0.05% 210
2022
Q4 		$2.64M Buy
38,880
+5,733
+17% +$392K 0.04% 229
2022
Q3 		$2.07M Buy
+33,147
New +$2.28M 0.03% 258

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

UMB Bank's AVUS Position: Q2 2026 in Review

UMB Bank increased its Avantis US Equity ETF (AVUS) stake by 3% in Q2 2026, buying an estimated $119K and bringing the position to 33,675 shares worth $4.31M. The position accounts for 0.05% of the portfolio, ranked #189.

UMB Bank first reported a position in AVUS in Q3 2022 and has held it in 16 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • UMB Bank held 33,675 shares of Avantis US Equity ETF worth $4.31M as of Q2 2026.
  • UMB Bank bought 965 Avantis US Equity ETF shares in Q2 2026, an estimated $119K.
  • Avantis US Equity ETF made up 0.05% of UMB Bank's portfolio in Q2 2026, its #189 holding.
  • UMB Bank first reported a position in Avantis US Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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