UB
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UMB Bank’s IDEX IEX Stock Holding History

UMB Bank’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.1K Buy
225
+19
+9% +$4.02K ﹤0.01% 1318
2026
Q1 		$39K Hold
206
– – ﹤0.01% 1346
2025
Q4 		$36.7K Buy
206
+8
+4% +$1.37K ﹤0.01% 1350
2025
Q3 		$32.2K Buy
198
+75
+61% +$12.7K ﹤0.01% 1298
2025
Q2 		$21.6K Sell
123
-101
-45% -$17.9K ﹤0.01% 1352
2025
Q1 		$40.5K Buy
224
+87
+64% +$17.3K ﹤0.01% 1136
2024
Q4 		$28.7K Buy
137
+12
+10% +$2.63K ﹤0.01% 1129
2024
Q3 		$26.8K Sell
125
-116
-48% -$23.4K ﹤0.01% 1100
2024
Q2 		$48.5K Buy
241
+57
+31% +$12.5K ﹤0.01% 830
2024
Q1 		$44.9K Sell
184
-3
-2% -$678 ﹤0.01% 853
2023
Q4 		$40.6K Sell
187
-344
-65% -$69.4K ﹤0.01% 875
2023
Q3 		$110K Sell
531
-84
-14% -$18.2K ﹤0.01% 676
2023
Q2 		$132K Sell
615
-15
-2% -$3.15K ﹤0.01% 654
2023
Q1 		$146K Sell
630
-17
-3% -$3.86K ﹤0.01% 625
2022
Q4 		$148K Buy
647
+135
+26% +$30.2K ﹤0.01% 633
2022
Q3 		$102K Sell
512
-26
-5% -$5.26K ﹤0.01% 724
2022
Q2 		$98K Sell
538
-43
-7% -$8.1K ﹤0.01% 761
2022
Q1 		$111K Buy
581
+77
+15% +$15.6K ﹤0.01% 761
2021
Q4 		$120K Buy
+504
New +$114K ﹤0.01% 774

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UMB Bank's IEX Position: Q2 2026 in Review

UMB Bank increased its IDEX (IEX) stake by 9.2% in Q2 2026, buying an estimated $4.02K and bringing the position to 225 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

UMB Bank first reported a position in IEX in Q4 2021 and has held it in 19 quarters since. The position peaked at $148K in Q4 2022. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • UMB Bank held 225 shares of IDEX worth $51.1K as of Q2 2026.
  • UMB Bank bought 19 IDEX shares in Q2 2026, an estimated $4.02K.
  • IDEX made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1318 holding.
  • UMB Bank first reported a position in IDEX in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's IDEX position peaked at $148K in Q4 2022.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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