UMB Bank’s iShares Select Dividend ETF DVY Stock Holding History

UMB Bank’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.97K	Hold	51	–	–	﹤0.01%	1995
2026 Q1	$7.72K	Hold	51	–	–	﹤0.01%	1941
2025 Q4	$7.2K	Buy	+51	New	+$7.2K	﹤0.01%	1930
2025 Q2	–	Sell	-2,150	Closed	-$289K	–	2139
2025 Q1	$289K	Hold	2,150	–	–	﹤0.01%	502
2024 Q4	$282K	Hold	2,150	–	–	﹤0.01%	503
2024 Q3	$290K	Hold	2,150	–	–	﹤0.01%	508
2024 Q2	$260K	Hold	2,150	–	–	﹤0.01%	510
2024 Q1	$265K	Hold	2,150	–	–	﹤0.01%	513
2023 Q4	$252K	Hold	2,150	–	–	﹤0.01%	534
2023 Q3	$231K	Hold	2,150	–	–	﹤0.01%	540
2023 Q2	$244K	Hold	2,150	–	–	﹤0.01%	536
2023 Q1	$252K	Hold	2,150	–	–	﹤0.01%	528
2022 Q4	$259K	Hold	2,150	–	–	﹤0.01%	525
2022 Q3	$231K	Hold	2,150	–	–	﹤0.01%	571
2022 Q2	$253K	Hold	2,150	–	–	﹤0.01%	585
2022 Q1	$275K	Hold	2,150	–	–	﹤0.01%	591
2021 Q4	$264K	Buy	+2,150	New	+$256K	﹤0.01%	607

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UMB Bank's DVY Position: Q2 2026 in Review

UMB Bank held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 51 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

UMB Bank first reported a position in DVY in Q4 2021 and has held it in 17 quarters since. The position peaked at $290K in Q3 2024. 1,417 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

UMB Bank held 51 shares of iShares Select Dividend ETF worth $7.97K as of Q2 2026.
UMB Bank left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1995 holding.
UMB Bank first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 17 quarters since.
UMB Bank's iShares Select Dividend ETF position peaked at $290K in Q3 2024.
1,417 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

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