UMB Bank
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UMB Bank’s F&G Annuities & Life FG Stock Holding History

UMB Bank’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.6K Sell
74
-147
-67% -$3.86K ﹤0.01% 2212
2026
Q2 		$5.88K Buy
221
+126
+133% +$3.45K ﹤0.01% 2066
2026
Q1 		$2.4K Sell
95
-133
-58% -$3.47K ﹤0.01% 2144
2025
Q4 		$7.04K Buy
+228
New +$7.13K ﹤0.01% 1935
2023
Q2 		– Sell
-30
Closed -$544 – 1704
2023
Q1 		$544 Buy
+30
New +$601 ﹤0.01% 1643

Other funds holding FG

Fidelity National Financial
Fidelity National Financial Jacksonville, Florida $2.64B AUM 28.78% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

UMB Bank's FG Position: Q3 2026 in Review

UMB Bank reduced its F&G Annuities & Life (FG) stake by 67% in Q3 2026, selling an estimated $3.86K and leaving 74 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

UMB Bank first reported a position in FG in Q1 2023 and has held it in 5 quarters since. The position peaked at $7.04K in Q4 2025. 155 funds tracked by Wall St. Rank hold FG as of Q3 2026.

  • UMB Bank held 74 shares of F&G Annuities & Life worth $1.6K as of Q3 2026.
  • UMB Bank sold 147 F&G Annuities & Life shares in Q3 2026, an estimated $3.86K.
  • F&G Annuities & Life made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #2212 holding.
  • UMB Bank first reported a position in F&G Annuities & Life in Q1 2023 and has held it in 5 quarters since.
  • UMB Bank's F&G Annuities & Life position peaked at $7.04K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2026.

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