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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UMB Bank's IBKR Position: Q1 2026 in Review

UMB Bank increased its Interactive Brokers (IBKR) stake by 4,735% in Q1 2026, buying an estimated $3.34M and bringing the position to 47,821 shares worth $3.21M. The position accounts for 0.04% of the portfolio, ranked #215.

UMB Bank first reported a position in IBKR in Q4 2021 and has held it in 12 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • UMB Bank held 47,821 shares of Interactive Brokers worth $3.21M as of Q1 2026.
  • UMB Bank bought 46,832 Interactive Brokers shares in Q1 2026, an estimated $3.34M.
  • Interactive Brokers made up 0.04% of UMB Bank's portfolio in Q1 2026, its #215 holding.
  • UMB Bank first reported a position in Interactive Brokers in Q4 2021 and has held it in 12 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.