UMB Bank
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UMB Bank’s BWX Technologies BWXT Stock Holding History

UMB Bank’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$167K Buy
1,216
+28
+2% +$4.57K ﹤0.01% 796
2026
Q2 		$231K Sell
1,188
-31
-3% -$6.46K ﹤0.01% 691
2026
Q1 		$249K Buy
1,219
+12
+1% +$2.44K ﹤0.01% 633
2025
Q4 		$209K Buy
1,207
+153
+15% +$28.7K ﹤0.01% 671
2025
Q3 		$194K Buy
1,054
+23
+2% +$3.7K ﹤0.01% 623
2025
Q2 		$149K Buy
1,031
+116
+13% +$13.6K ﹤0.01% 683
2025
Q1 		$90.3K Buy
915
+408
+80% +$44.3K ﹤0.01% 804
2024
Q4 		$56.5K Buy
507
+250
+97% +$30.5K ﹤0.01% 872
2024
Q3 		$27.9K Buy
257
+226
+729% +$22.4K ﹤0.01% 1083
2024
Q2 		$2.94K Buy
31
+6
+24% +$556 ﹤0.01% 1630
2024
Q1 		$2.57K Buy
+25
New +$2.24K ﹤0.01% 1476
2022
Q3 		– Sell
-30
Closed -$2K – 1775
2022
Q2 		$2K Hold
30
– – ﹤0.01% 1717
2022
Q1 		$2K Hold
30
– – ﹤0.01% 1796
2021
Q4 		$1K Buy
+30
New +$1.57K ﹤0.01% 1895

Other funds holding BWXT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

UMB Bank's BWXT Position: Q3 2026 in Review

UMB Bank increased its BWX Technologies (BWXT) stake by 2.4% in Q3 2026, buying an estimated $4.57K and bringing the position to 1,216 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

UMB Bank first reported a position in BWXT in Q4 2021 and has held it in 14 quarters since. The position peaked at $249K in Q1 2026. 360 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • UMB Bank held 1,216 shares of BWX Technologies worth $167K as of Q3 2026.
  • UMB Bank bought 28 BWX Technologies shares in Q3 2026, an estimated $4.57K.
  • BWX Technologies made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #796 holding.
  • UMB Bank first reported a position in BWX Technologies in Q4 2021 and has held it in 14 quarters since.
  • UMB Bank's BWX Technologies position peaked at $249K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

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