UMB Bank
ENPH icon

UMB Bank’s Enphase Energy ENPH Stock Holding History

UMB Bank’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18K Sell
546
-213
-28% -$8.2K ﹤0.01% 1684
2026
Q2 		$37.4K Sell
759
-18
-2% -$820 ﹤0.01% 1439
2026
Q1 		$29.4K Buy
777
+349
+82% +$14.5K ﹤0.01% 1465
2025
Q4 		$13.7K Sell
428
-1,033
-71% -$33.5K ﹤0.01% 1694
2025
Q3 		$51.7K Buy
1,461
+892
+157% +$33.1K ﹤0.01% 1143
2025
Q2 		$22.6K Buy
569
+267
+88% +$12.3K ﹤0.01% 1343
2025
Q1 		$18.7K Buy
302
+168
+125% +$10.6K ﹤0.01% 1347
2024
Q4 		$9.2K Sell
134
-158
-54% -$12.5K ﹤0.01% 1498
2024
Q3 		$33K Buy
292
+259
+785% +$28.9K ﹤0.01% 1021
2024
Q2 		$3.29K Buy
33
+8
+32% +$932 ﹤0.01% 1589
2024
Q1 		$3.02K Hold
25
– – ﹤0.01% 1446
2023
Q4 		$3.3K Sell
25
-44
-64% -$4.67K ﹤0.01% 1453
2023
Q3 		$8.29K Hold
69
– – ﹤0.01% 1325
2023
Q2 		$11.6K Sell
69
-1,874
-96% -$335K ﹤0.01% 1263
2023
Q1 		$409K Sell
1,943
-61,413
-97% -$13.3M 0.01% 437
2022
Q4 		$16.8M Buy
63,356
+151
+0.2% +$43.9K 0.27% 88
2022
Q3 		$17.5M Buy
63,205
+1,950
+3% +$526K 0.3% 81
2022
Q2 		$12M Buy
61,255
+23,871
+64% +$4.32M 0.19% 117
2022
Q1 		$7.54M Buy
37,384
+37,364
+186,820% +$5.87M 0.1% 174
2021
Q4 		$4K Buy
+20
New +$4.17K ﹤0.01% 1679

Other funds holding ENPH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

UMB Bank's ENPH Position: Q3 2026 in Review

UMB Bank reduced its Enphase Energy (ENPH) stake by 28% in Q3 2026, selling an estimated $8.2K and leaving 546 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

UMB Bank first reported a position in ENPH in Q4 2021 and has held it in 20 quarters since. The position peaked at $17.5M in Q3 2022. 376 funds tracked by Wall St. Rank hold ENPH as of Q3 2026.

  • UMB Bank held 546 shares of Enphase Energy worth $18K as of Q3 2026.
  • UMB Bank sold 213 Enphase Energy shares in Q3 2026, an estimated $8.2K.
  • Enphase Energy made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1684 holding.
  • UMB Bank first reported a position in Enphase Energy in Q4 2021 and has held it in 20 quarters since.
  • UMB Bank's Enphase Energy position peaked at $17.5M in Q3 2022.
  • 376 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2026.

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