UB
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UMB Bank’s Donaldson DCI Stock Holding History

UMB Bank’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$130K Buy
1,450
+197
+16% +$16.9K ﹤0.01% 923
2026
Q1 		$106K Buy
1,253
+138
+12% +$13.3K ﹤0.01% 950
2025
Q4 		$98.9K Buy
1,115
+361
+48% +$31.4K ﹤0.01% 958
2025
Q3 		$61.7K Buy
754
+65
+9% +$4.9K ﹤0.01% 1070
2025
Q2 		$47.8K Sell
689
-319
-32% -$21.5K ﹤0.01% 1132
2025
Q1 		$67.6K Buy
1,008
+693
+220% +$47.9K ﹤0.01% 925
2024
Q4 		$21.2K Sell
315
-34
-10% -$2.51K ﹤0.01% 1239
2024
Q3 		$25.7K Buy
349
+273
+359% +$19.7K ﹤0.01% 1115
2024
Q2 		$5.44K Buy
76
+41
+117% +$3.01K ﹤0.01% 1410
2024
Q1 		$2.61K Buy
+35
New +$2.38K ﹤0.01% 1470
2023
Q3 		– Sell
-6,000
Closed -$375K – 1702
2023
Q2 		$375K Hold
6,000
– – 0.01% 455
2023
Q1 		$392K Hold
6,000
– – 0.01% 447
2022
Q4 		$353K Sell
6,000
-16
-0.3% -$916 0.01% 469
2022
Q3 		$295K Hold
6,016
– – 0.01% 512
2022
Q2 		$290K Sell
6,016
-11
-0.2% -$554 ﹤0.01% 553
2022
Q1 		$313K Sell
6,027
-24
-0.4% -$1.31K ﹤0.01% 561
2021
Q4 		$359K Buy
+6,051
New +$358K ﹤0.01% 549

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

UMB Bank's DCI Position: Q2 2026 in Review

UMB Bank increased its Donaldson (DCI) stake by 16% in Q2 2026, buying an estimated $16.9K and bringing the position to 1,450 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

UMB Bank first reported a position in DCI in Q4 2021 and has held it in 17 quarters since. The position peaked at $392K in Q1 2023. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • UMB Bank held 1,450 shares of Donaldson worth $130K as of Q2 2026.
  • UMB Bank bought 197 Donaldson shares in Q2 2026, an estimated $16.9K.
  • Donaldson made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #923 holding.
  • UMB Bank first reported a position in Donaldson in Q4 2021 and has held it in 17 quarters since.
  • UMB Bank's Donaldson position peaked at $392K in Q1 2023.
  • 629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

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