UMB Bank
BE icon

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
Q3 		$216K Sell
780
-191
-20% -$45.1K ﹤0.01% 705
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 +$73.6K ﹤0.01% 1173

Other funds holding BE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return

UMB Bank's BE Position: Q3 2026 in Review

UMB Bank reduced its Bloom Energy (BE) stake by 20% in Q3 2026, selling an estimated $45.1K and leaving 780 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

UMB Bank first reported a position in BE in Q4 2025 and has held it in 4 quarters since. The position peaked at $294K in Q2 2026. 1,130 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • UMB Bank held 780 shares of Bloom Energy worth $216K as of Q3 2026.
  • UMB Bank sold 191 Bloom Energy shares in Q3 2026, an estimated $45.1K.
  • Bloom Energy made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #705 holding.
  • UMB Bank first reported a position in Bloom Energy in Q4 2025 and has held it in 4 quarters since.
  • UMB Bank's Bloom Energy position peaked at $294K in Q2 2026.
  • 1,130 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.