UMB Bank’s Brookfield Renewable BEPC Stock Holding History

UMB Bank’s Portfolio BEPC Stock Details BEPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34K	Sell	36 -12	-25%	-$465	﹤0.01%	2236
2026 Q1	$1.91K	Buy	48 +8	+20%	+$326	﹤0.01%	2170
2025 Q4	$1.53K	Buy	40 +18	+82%	+$724	﹤0.01%	2187
2025 Q3	$757	Buy	22 +16	+267%	+$549	﹤0.01%	2107
2025 Q2	$197	Buy	+6	New	+$175	﹤0.01%	2102
2023 Q4	–	Sell	-43	Closed	-$1.03K	–	1618
2023 Q3	$1.03K	Hold	43	–	–	﹤0.01%	1599
2023 Q2	$1.35K	Hold	43	–	–	﹤0.01%	1553
2023 Q1	$1.5K	Hold	43	–	–	﹤0.01%	1558
2022 Q4	$1K	Buy	+43	New	+$1.33K	﹤0.01%	1595
2022 Q3	–	Sell	-169	Closed	-$6K	–	1760
2022 Q2	$6K	Hold	169	–	–	﹤0.01%	1517
2022 Q1	$7K	Hold	169	–	–	﹤0.01%	1566
2021 Q4	$6K	Buy	+169	New	+$6.45K	﹤0.01%	1574

Other funds holding BEPC

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

UMB Bank's BEPC Position: Q2 2026 in Review

UMB Bank reduced its Brookfield Renewable (BEPC) stake by 25% in Q2 2026, selling an estimated $465 and leaving 36 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

UMB Bank first reported a position in BEPC in Q4 2021 and has held it in 12 quarters since. The position peaked at $7K in Q1 2022. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

UMB Bank held 36 shares of Brookfield Renewable worth $1.34K as of Q2 2026.
UMB Bank sold 12 Brookfield Renewable shares in Q2 2026, an estimated $465.
Brookfield Renewable made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2236 holding.
UMB Bank first reported a position in Brookfield Renewable in Q4 2021 and has held it in 12 quarters since.
UMB Bank's Brookfield Renewable position peaked at $7K in Q1 2022.
428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

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