UMB Bank’s Bloom Energy BE Stock Holding History

UMB Bank’s Portfolio BE Stock Details BE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$294K	Buy	971 +271	+39%	+$69.4K	﹤0.01%	618
2026 Q1	$94.8K	Hold	700	–	–	﹤0.01%	994
2025 Q4	$60.8K	Buy	+700	New	+$73.5K	﹤0.01%	1173

Other funds holding BE

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

UMB Bank's BE Position: Q2 2026 in Review

UMB Bank increased its Bloom Energy (BE) stake by 39% in Q2 2026, buying an estimated $69.4K and bringing the position to 971 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

UMB Bank first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

UMB Bank held 971 shares of Bloom Energy worth $294K as of Q2 2026.
UMB Bank bought 271 Bloom Energy shares in Q2 2026, an estimated $69.4K.
Bloom Energy made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #618 holding.
UMB Bank first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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