UMB Bank’s Fresenius Medical Care FMS Stock Holding History

UMB Bank’s Portfolio FMS Stock Details FMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$344K	Buy	15,209 +59	+0.4%	+$1.32K	﹤0.01%	573
2026 Q1	$342K	Buy	15,150 +15,000	+10,000%	+$345K	﹤0.01%	558
2025 Q4	$3.57K	Hold	150	–	–	﹤0.01%	2088
2025 Q3	$3.95K	Hold	150	–	–	﹤0.01%	1932
2025 Q2	$4.29K	Hold	150	–	–	﹤0.01%	1867
2025 Q1	$3.73K	Hold	150	–	–	﹤0.01%	1833
2024 Q4	$3.4K	Hold	150	–	–	﹤0.01%	1820
2024 Q3	$3.19K	Hold	150	–	–	﹤0.01%	1858
2024 Q2	$2.86K	Hold	150	–	–	﹤0.01%	1639
2024 Q1	$2.89K	Hold	150	–	–	﹤0.01%	1455
2023 Q4	$3.13K	Sell	150 -410	-73%	-$7.87K	﹤0.01%	1459
2023 Q3	$12.1K	Hold	560	–	–	﹤0.01%	1232
2023 Q2	$13.4K	Hold	560	–	–	﹤0.01%	1210
2023 Q1	$11.9K	Sell	560 -5,254	-90%	-$101K	﹤0.01%	1237
2022 Q4	$95K	Buy	5,814 +42	+0.7%	+$623	﹤0.01%	714
2022 Q3	$81K	Sell	5,772 -10	-0.2%	-$189	﹤0.01%	762
2022 Q2	$144K	Sell	5,782 -141	-2%	-$4.21K	﹤0.01%	677
2022 Q1	$199K	Hold	5,923	–	–	﹤0.01%	651
2021 Q4	$192K	Buy	+5,923	New	+$195K	﹤0.01%	673

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

UMB Bank's FMS Position: Q2 2026 in Review

UMB Bank increased its Fresenius Medical Care (FMS) stake by 0.39% in Q2 2026, buying an estimated $1.32K and bringing the position to 15,209 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

UMB Bank first reported a position in FMS in Q4 2021 and has held it in 19 quarters since. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

UMB Bank held 15,209 shares of Fresenius Medical Care worth $344K as of Q2 2026.
UMB Bank bought 59 Fresenius Medical Care shares in Q2 2026, an estimated $1.32K.
Fresenius Medical Care made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #573 holding.
UMB Bank first reported a position in Fresenius Medical Care in Q4 2021 and has held it in 19 quarters since.
235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

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