UB
HTO

UMB Bank’s H2O America HTO Stock Holding History

UMB Bank’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.81K Buy
112
+26
+30% +$1.51K ﹤0.01% 2028
2026
Q1 		$5.05K Buy
86
+8
+10% +$435 ﹤0.01% 2042
2025
Q4 		$3.82K Sell
78
-52
-40% -$2.49K ﹤0.01% 2073
2025
Q3 		$6.33K Sell
130
-38
-23% -$1.9K ﹤0.01% 1823
2025
Q2 		$8.73K Buy
168
+53
+46% +$2.82K ﹤0.01% 1650
2025
Q1 		$6.29K Buy
115
+101
+721% +$5.17K ﹤0.01% 1695
2024
Q4 		$689 Sell
14
-56
-80% -$3.08K ﹤0.01% 2017
2024
Q3 		$4.07K Buy
70
+38
+119% +$2.22K ﹤0.01% 1797
2024
Q2 		$1.74K Sell
32
-584
-95% -$32K ﹤0.01% 1831
2024
Q1 		$34.9K Buy
616
+16
+3% +$949 ﹤0.01% 903
2023
Q4 		$39.2K Hold
600
– – ﹤0.01% 884
2023
Q3 		$36.1K Hold
600
– – ﹤0.01% 907
2023
Q2 		$42.1K Hold
600
– – ﹤0.01% 884
2023
Q1 		$45.7K Hold
600
– – ﹤0.01% 857
2022
Q4 		$49K Hold
600
– – ﹤0.01% 856
2022
Q3 		$35K Hold
600
– – ﹤0.01% 959
2022
Q2 		$37K Hold
600
– – ﹤0.01% 992
2022
Q1 		$42K Hold
600
– – ﹤0.01% 1015
2021
Q4 		$44K Buy
+600
New +$41.7K ﹤0.01% 1029

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UMB Bank's HTO Position: Q2 2026 in Review

UMB Bank increased its H2O America (HTO) stake by 30% in Q2 2026, buying an estimated $1.51K and bringing the position to 112 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

UMB Bank first reported a position in HTO in Q4 2021 and has held it in 19 quarters since. The position peaked at $49K in Q4 2022. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • UMB Bank held 112 shares of H2O America worth $6.81K as of Q2 2026.
  • UMB Bank bought 26 H2O America shares in Q2 2026, an estimated $1.51K.
  • H2O America made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2028 holding.
  • UMB Bank first reported a position in H2O America in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's H2O America position peaked at $49K in Q4 2022.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

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