UB
FDS icon

UMB Bank’s Factset FDS Stock Holding History

UMB Bank’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105K Buy
458
+17
+4% +$3.9K ﹤0.01% 1013
2026
Q1 		$95.7K Buy
441
+172
+64% +$40.1K ﹤0.01% 987
2025
Q4 		$78.1K Buy
269
+211
+364% +$59.2K ﹤0.01% 1056
2025
Q3 		$16.6K Buy
58
+6
+12% +$2.29K ﹤0.01% 1509
2025
Q2 		$23.3K Buy
52
+9
+21% +$3.94K ﹤0.01% 1337
2025
Q1 		$19.6K Buy
43
+6
+16% +$2.73K ﹤0.01% 1334
2024
Q4 		$17.8K Buy
37
+18
+95% +$8.55K ﹤0.01% 1303
2024
Q3 		$8.74K Sell
19
-47
-71% -$20K ﹤0.01% 1535
2024
Q2 		$26.9K Buy
66
+39
+144% +$16.6K ﹤0.01% 984
2024
Q1 		$12.3K Hold
27
– – ﹤0.01% 1235
2023
Q4 		$12.9K Hold
27
– – ﹤0.01% 1206
2023
Q3 		$11.8K Buy
27
+11
+69% +$4.68K ﹤0.01% 1242
2023
Q2 		$6.41K Sell
16
-9
-36% -$3.63K ﹤0.01% 1377
2023
Q1 		$10.4K Sell
25
-16
-39% -$6.66K ﹤0.01% 1280
2022
Q4 		$16K Sell
41
-1,346
-97% -$573K ﹤0.01% 1159
2022
Q3 		$555K Sell
1,387
-4,418
-76% -$1.87M 0.01% 424
2022
Q2 		$2.23M Sell
5,805
-52
-0.9% -$20.4K 0.03% 267
2022
Q1 		$2.54M Sell
5,857
-152
-3% -$64.1K 0.03% 271
2021
Q4 		$2.92M Buy
+6,009
New +$2.69M 0.04% 251

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UMB Bank's FDS Position: Q2 2026 in Review

UMB Bank increased its Factset (FDS) stake by 3.9% in Q2 2026, buying an estimated $3.9K and bringing the position to 458 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

UMB Bank first reported a position in FDS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.92M in Q4 2021. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • UMB Bank held 458 shares of Factset worth $105K as of Q2 2026.
  • UMB Bank bought 17 Factset shares in Q2 2026, an estimated $3.9K.
  • Factset made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1013 holding.
  • UMB Bank first reported a position in Factset in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Factset position peaked at $2.92M in Q4 2021.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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