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UMB Bank’s Blackstone BX Stock Holding History

UMB Bank’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.51M Sell
55,332
-373
-0.7% -$44.8K 0.08% 160
2026
Q1 		$6.41M Sell
55,705
-3,489
-6% -$454K 0.09% 150
2025
Q4 		$9.12M Sell
59,194
-1,810
-3% -$275K 0.12% 135
2025
Q3 		$10.4M Buy
61,004
+448
+0.7% +$76.8K 0.15% 108
2025
Q2 		$9.06M Buy
60,556
+49,850
+466% +$6.85M 0.14% 116
2025
Q1 		$1.5M Sell
10,706
-923
-8% -$150K 0.02% 269
2024
Q4 		$2.01M Buy
11,629
+373
+3% +$65K 0.03% 237
2024
Q3 		$1.72M Sell
11,256
-1,174
-9% -$163K 0.03% 259
2024
Q2 		$1.54M Sell
12,430
-699
-5% -$86K 0.03% 268
2024
Q1 		$1.72M Sell
13,129
-413
-3% -$51.6K 0.03% 261
2023
Q4 		$1.77M Sell
13,542
-605
-4% -$65.5K 0.03% 261
2023
Q3 		$1.52M Sell
14,147
-1,904
-12% -$198K 0.02% 277
2023
Q2 		$1.49M Sell
16,051
-3,253
-17% -$281K 0.02% 289
2023
Q1 		$1.7M Sell
19,304
-4,710
-20% -$416K 0.03% 275
2022
Q4 		$1.78M Sell
24,014
-246,551
-91% -$21.3M 0.03% 269
2022
Q3 		$22.6M Buy
270,565
+8,098
+3% +$784K 0.38% 66
2022
Q2 		$23.9M Buy
262,467
+59,977
+30% +$6.48M 0.37% 65
2022
Q1 		$25.7M Buy
202,490
+66,280
+49% +$8.08M 0.34% 71
2021
Q4 		$17.6M Buy
136,210
+22,962
+20% +$3.06M 0.22% 98
2021
Q3 		$13.2M Buy
113,248
+98,767
+682% +$11.5M 0.3% 83
2021
Q2 		$1.41M Buy
+14,481
New +$1.29M 0.03% 215

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMB Bank's BX Position: Q2 2026 in Review

UMB Bank reduced its Blackstone (BX) stake by 0.67% in Q2 2026, selling an estimated $44.8K and leaving 55,332 shares worth $6.51M. The position accounts for 0.08% of the portfolio, ranked #160.

UMB Bank first reported a position in BX in Q2 2021 and has held it in 21 quarters since. The position peaked at $25.7M in Q1 2022. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • UMB Bank held 55,332 shares of Blackstone worth $6.51M as of Q2 2026.
  • UMB Bank sold 373 Blackstone shares in Q2 2026, an estimated $44.8K.
  • Blackstone made up 0.08% of UMB Bank's portfolio in Q2 2026, its #160 holding.
  • UMB Bank first reported a position in Blackstone in Q2 2021 and has held it in 21 quarters since.
  • UMB Bank's Blackstone position peaked at $25.7M in Q1 2022.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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