UMB Bank’s ENI E Stock Holding History

UMB Bank’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.03K	Hold	111	–	–	﹤0.01%	2043
2026 Q2	$5.2K	Hold	111	–	–	﹤0.01%	2090
2026 Q1	$6.28K	Hold	111	–	–	﹤0.01%	1989
2025 Q4	$4.21K	Hold	111	–	–	﹤0.01%	2059
2025 Q3	$3.88K	Hold	111	–	–	﹤0.01%	1939
2025 Q2	$3.6K	Sell	111 -539	-83%	-$16K	﹤0.01%	1908
2025 Q1	$20.1K	Buy	650 +184	+39%	+$5.37K	﹤0.01%	1327
2024 Q4	$12.7K	Hold	466	–	–	﹤0.01%	1400
2024 Q3	$14.1K	Sell	466 -116	-20%	-$3.63K	﹤0.01%	1358
2024 Q2	$17.9K	Sell	582 -365	-39%	-$11.6K	﹤0.01%	1099
2024 Q1	$30K	Hold	947	–	–	﹤0.01%	954
2023 Q4	$32.2K	Sell	947 -150	-14%	-$4.88K	﹤0.01%	927
2023 Q3	$35K	Buy	1,097 +151	+16%	+$4.66K	﹤0.01%	920
2023 Q2	$27.2K	Buy	946 +104	+12%	+$3.02K	﹤0.01%	1005
2023 Q1	$23.6K	Buy	842 +425	+102%	+$12.4K	﹤0.01%	1046
2022 Q4	$12K	Hold	417	–	–	﹤0.01%	1239
2022 Q3	$9K	Hold	417	–	–	﹤0.01%	1340
2022 Q2	$10K	Buy	417 +52	+14%	+$1.48K	﹤0.01%	1390
2022 Q1	$11K	Sell	365 -58	-14%	-$1.73K	﹤0.01%	1454
2021 Q4	$12K	Buy	+423	New	+$11.8K	﹤0.01%	1404

Other funds holding E

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UMB Bank's E Position: Q3 2026 in Review

UMB Bank held its ENI (E) position steady in Q3 2026 at 111 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

UMB Bank first reported a position in E in Q4 2021 and has held it in 20 quarters since. The position peaked at $35K in Q3 2023. 265 funds tracked by Wall St. Rank hold E as of Q3 2026.

UMB Bank held 111 shares of ENI worth $6.03K as of Q3 2026.
UMB Bank left its ENI share count unchanged in Q3 2026.
ENI made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #2043 holding.
UMB Bank first reported a position in ENI in Q4 2021 and has held it in 20 quarters since.
UMB Bank's ENI position peaked at $35K in Q3 2023.
265 funds tracked by Wall St. Rank held ENI as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.