UMB Bank
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UMB Bank’s Gen Digital GEN Stock Holding History

UMB Bank’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$105K Sell
4,771
-73
-2% -$2.02K ﹤0.01% 1000
2026
Q2 		$121K Buy
4,844
+2,770
+134% +$61.9K ﹤0.01% 958
2026
Q1 		$39.1K Buy
2,074
+560
+37% +$13K ﹤0.01% 1345
2025
Q4 		$41.2K Buy
1,514
+41
+3% +$1.1K ﹤0.01% 1310
2025
Q3 		$41.8K Buy
1,473
+306
+26% +$9.15K ﹤0.01% 1225
2025
Q2 		$34.3K Buy
1,167
+125
+12% +$3.42K ﹤0.01% 1236
2025
Q1 		$27.7K Buy
1,042
+307
+42% +$8.41K ﹤0.01% 1247
2024
Q4 		$20.1K Buy
735
+43
+6% +$1.24K ﹤0.01% 1251
2024
Q3 		$19K Buy
692
+170
+33% +$4.36K ﹤0.01% 1250
2024
Q2 		$13K Buy
522
+157
+43% +$3.59K ﹤0.01% 1212
2024
Q1 		$8.18K Hold
365
– – ﹤0.01% 1312
2023
Q4 		$8.33K Hold
365
– – ﹤0.01% 1333
2023
Q3 		$6.45K Hold
365
– – ﹤0.01% 1372
2023
Q2 		$6.77K Hold
365
– – ﹤0.01% 1371
2023
Q1 		$6.26K Sell
365
-4,746
-93% -$95.2K ﹤0.01% 1380
2022
Q4 		$110K Sell
5,111
-1,672
-25% -$36.9K ﹤0.01% 678
2022
Q3 		$137K Sell
6,783
-5,463
-45% -$126K ﹤0.01% 659
2022
Q2 		$269K Buy
12,246
+4,700
+62% +$116K ﹤0.01% 567
2022
Q1 		$200K Buy
7,546
+5,815
+336% +$160K ﹤0.01% 648
2021
Q4 		$45K Buy
+1,731
New +$43.8K ﹤0.01% 1023
2018
Q1 		– Sell
-72,115
Closed -$2.02M – 337
2017
Q4 		$2.02M Sell
72,115
-2,564
-3% -$76.7K 0.07% 169
2017
Q3 		$2.45M Sell
74,679
-566
-0.8% -$17.3K 0.08% 147
2017
Q2 		$2.13M Buy
75,245
+45,128
+150% +$1.37M 0.07% 159
2017
Q1 		$924K Buy
+30,117
New +$854K 0.03% 198

Other funds holding GEN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UMB Bank's GEN Position: Q3 2026 in Review

UMB Bank reduced its Gen Digital (GEN) stake by 1.5% in Q3 2026, selling an estimated $2.02K and leaving 4,771 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

UMB Bank first reported a position in GEN in Q1 2017 and has held it in 24 quarters since. The position peaked at $2.45M in Q3 2017. 604 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • UMB Bank held 4,771 shares of Gen Digital worth $105K as of Q3 2026.
  • UMB Bank sold 73 Gen Digital shares in Q3 2026, an estimated $2.02K.
  • Gen Digital made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1000 holding.
  • UMB Bank first reported a position in Gen Digital in Q1 2017 and has held it in 24 quarters since.
  • UMB Bank's Gen Digital position peaked at $2.45M in Q3 2017.
  • 604 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

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