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UMB Bank’s Interactive Brokers IBKR Stock Holding History

UMB Bank’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.27M Buy
94,985
+47,164
+99% +$3.93M 0.1% 137
2026
Q1 		$3.21M Buy
47,821
+46,832
+4,735% +$3.34M 0.04% 215
2025
Q4 		$63.6K Sell
989
-219
-18% -$14.7K ﹤0.01% 1150
2025
Q3 		$83.1K Sell
1,208
-3,268
-73% -$206K ﹤0.01% 945
2025
Q2 		$248K Sell
4,476
-136
-3% -$6.45K ﹤0.01% 548
2025
Q1 		$191K Buy
4,612
+2,660
+136% +$132K ﹤0.01% 584
2024
Q4 		$86.2K Buy
1,952
+800
+69% +$33.7K ﹤0.01% 735
2024
Q3 		$40.1K Buy
1,152
+896
+350% +$27.7K ﹤0.01% 937
2024
Q2 		$7.85K Buy
256
+144
+129% +$4.3K ﹤0.01% 1317
2024
Q1 		$3.13K Buy
+112
New +$2.79K ﹤0.01% 1441
2022
Q3 		– Sell
-76
Closed -$1K – 1857
2022
Q2 		$1K Sell
76
-36
-32% -$535 ﹤0.01% 1833
2022
Q1 		$2K Hold
112
– – ﹤0.01% 1829
2021
Q4 		$2K Buy
+112
New +$2.08K ﹤0.01% 1813

Other funds holding IBKR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UMB Bank's IBKR Position: Q2 2026 in Review

UMB Bank increased its Interactive Brokers (IBKR) stake by 99% in Q2 2026, buying an estimated $3.93M and bringing the position to 94,985 shares worth $8.27M. The position accounts for 0.1% of the portfolio, ranked #137.

UMB Bank first reported a position in IBKR in Q4 2021 and has held it in 13 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • UMB Bank held 94,985 shares of Interactive Brokers worth $8.27M as of Q2 2026.
  • UMB Bank bought 47,164 Interactive Brokers shares in Q2 2026, an estimated $3.93M.
  • Interactive Brokers made up 0.1% of UMB Bank's portfolio in Q2 2026, its #137 holding.
  • UMB Bank first reported a position in Interactive Brokers in Q4 2021 and has held it in 13 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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