UMB Bank’s BP BP Stock Holding History

UMB Bank’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Sell	28,523 -145	-0.5%	-$6.36K	0.01%	355
2026 Q1	$1.35M	Sell	28,668 -11,153	-28%	-$437K	0.02%	319
2025 Q4	$1.38M	Buy	39,821 +729	+2%	+$25.6K	0.02%	312
2025 Q3	$1.35M	Sell	39,092 -941	-2%	-$31.5K	0.02%	293
2025 Q2	$1.2M	Sell	40,033 -1,576	-4%	-$46.2K	0.02%	298
2025 Q1	$1.41M	Sell	41,609 -1,073	-3%	-$35K	0.02%	282
2024 Q4	$1.26M	Buy	42,682 +31,661	+287%	+$951K	0.02%	289
2024 Q3	$346K	Sell	11,021 -144	-1%	-$4.87K	0.01%	470
2024 Q2	$403K	Sell	11,165 -9,430	-46%	-$353K	0.01%	425
2024 Q1	$776K	Sell	20,595 -4,006	-16%	-$144K	0.01%	353
2023 Q4	$871K	Sell	24,601 -926	-4%	-$33.9K	0.01%	349
2023 Q3	$988K	Buy	25,527 +1,497	+6%	+$55.6K	0.02%	322
2023 Q2	$848K	Sell	24,030 -2,347	-9%	-$86.9K	0.01%	355
2023 Q1	$1M	Sell	26,377 -1,693	-6%	-$63.2K	0.02%	336
2022 Q4	$980K	Sell	28,070 -9,559	-25%	-$318K	0.02%	338
2022 Q3	$1.07M	Sell	37,629 -23,390	-38%	-$696K	0.02%	325
2022 Q2	$1.73M	Sell	61,019 -2,041	-3%	-$62.5K	0.03%	295
2022 Q1	$1.85M	Sell	63,060 -6,068	-9%	-$185K	0.02%	304
2021 Q4	$1.84M	Buy	+69,128	New	+$1.92M	0.02%	312

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UMB Bank's BP Position: Q2 2026 in Review

UMB Bank reduced its BP (BP) stake by 0.51% in Q2 2026, selling an estimated $6.36K and leaving 28,523 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #355.

UMB Bank first reported a position in BP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.85M in Q1 2022. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

UMB Bank held 28,523 shares of BP worth $1.05M as of Q2 2026.
UMB Bank sold 145 BP shares in Q2 2026, an estimated $6.36K.
BP made up 0.01% of UMB Bank's portfolio in Q2 2026, its #355 holding.
UMB Bank first reported a position in BP in Q4 2021 and has held it in 19 quarters since.
UMB Bank's BP position peaked at $1.85M in Q1 2022.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

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