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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UMB Bank's BWXT Position: Q2 2026 in Review

UMB Bank reduced its BWX Technologies (BWXT) stake by 2.5% in Q2 2026, selling an estimated $6.46K and leaving 1,188 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

UMB Bank first reported a position in BWXT in Q4 2021 and has held it in 13 quarters since. The position peaked at $249K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • UMB Bank held 1,188 shares of BWX Technologies worth $231K as of Q2 2026.
  • UMB Bank sold 31 BWX Technologies shares in Q2 2026, an estimated $6.46K.
  • BWX Technologies made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #691 holding.
  • UMB Bank first reported a position in BWX Technologies in Q4 2021 and has held it in 13 quarters since.
  • UMB Bank's BWX Technologies position peaked at $249K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

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