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UMB Bank’s Charter Communications CHTR Stock Holding History

UMB Bank’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.8K Sell
371
-267
-42% -$44.6K ﹤0.01% 1304
2026
Q1 		$138K Sell
638
-340
-35% -$73.7K ﹤0.01% 828
2025
Q4 		$204K Buy
978
+278
+40% +$62.5K ﹤0.01% 678
2025
Q3 		$193K Sell
700
-497
-42% -$150K ﹤0.01% 628
2025
Q2 		$489K Buy
1,197
+53
+5% +$20.3K 0.01% 417
2025
Q1 		$422K Buy
1,144
+98
+9% +$35.1K 0.01% 427
2024
Q4 		$359K Buy
1,046
+23
+2% +$8.32K 0.01% 458
2024
Q3 		$332K Buy
1,023
+429
+72% +$144K 0.01% 477
2024
Q2 		$178K Buy
594
+479
+417% +$131K ﹤0.01% 585
2024
Q1 		$33.4K Sell
115
-409
-78% -$131K ﹤0.01% 927
2023
Q4 		$204K Buy
524
+195
+59% +$79.5K ﹤0.01% 578
2023
Q3 		$145K Buy
329
+73
+29% +$30.4K ﹤0.01% 625
2023
Q2 		$94K Sell
256
-149
-37% -$50.8K ﹤0.01% 711
2023
Q1 		$145K Sell
405
-270
-40% -$101K ﹤0.01% 626
2022
Q4 		$229K Buy
675
+165
+32% +$58K ﹤0.01% 554
2022
Q3 		$155K Sell
510
-47
-8% -$20.1K ﹤0.01% 643
2022
Q2 		$261K Sell
557
-23
-4% -$11.2K ﹤0.01% 576
2022
Q1 		$316K Sell
580
-17
-3% -$9.98K ﹤0.01% 558
2021
Q4 		$389K Buy
+597
New +$406K ﹤0.01% 525

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UMB Bank's CHTR Position: Q2 2026 in Review

UMB Bank reduced its Charter Communications (CHTR) stake by 42% in Q2 2026, selling an estimated $44.6K and leaving 371 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

UMB Bank first reported a position in CHTR in Q4 2021 and has held it in 19 quarters since. The position peaked at $489K in Q2 2025. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • UMB Bank held 371 shares of Charter Communications worth $52.8K as of Q2 2026.
  • UMB Bank sold 267 Charter Communications shares in Q2 2026, an estimated $44.6K.
  • Charter Communications made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1304 holding.
  • UMB Bank first reported a position in Charter Communications in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Charter Communications position peaked at $489K in Q2 2025.
  • 785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

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