UMB Bank
INDB icon

UMB Bank’s Independent Bank INDB Stock Holding History

UMB Bank’s Portfolio INDB Stock Details INDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$24.4K Buy
314
+8
+3% +$667 ﹤0.01% 1568
2026
Q2 		$25.6K Buy
306
+21
+7% +$1.67K ﹤0.01% 1583
2026
Q1 		$21.4K Buy
285
+2
+0.7% +$157 ﹤0.01% 1580
2025
Q4 		$20.7K Buy
283
+31
+12% +$2.2K ﹤0.01% 1553
2025
Q3 		$17.4K Buy
252
+36
+17% +$2.45K ﹤0.01% 1490
2025
Q2 		$13.6K Buy
216
+78
+57% +$4.74K ﹤0.01% 1498
2025
Q1 		$8.65K Buy
138
+22
+19% +$1.45K ﹤0.01% 1593
2024
Q4 		$7.45K Sell
116
-3,849
-97% -$257K ﹤0.01% 1574
2024
Q3 		$234K Buy
3,965
+50
+1% +$2.94K ﹤0.01% 540
2024
Q2 		$199K Buy
3,915
+50
+1% +$2.5K ﹤0.01% 565
2024
Q1 		$201K Buy
3,865
+16
+0.4% +$885 ﹤0.01% 574
2023
Q4 		$253K Sell
3,849
-301
-7% -$16.6K ﹤0.01% 532
2023
Q3 		$204K Hold
4,150
– – ﹤0.01% 565
2023
Q2 		$185K Buy
4,150
+301
+8% +$15.6K ﹤0.01% 592
2023
Q1 		$253K Hold
3,849
– – ﹤0.01% 526
2022
Q4 		$325K Hold
3,849
– – 0.01% 483
2022
Q3 		$287K Hold
3,849
– – ﹤0.01% 521
2022
Q2 		$306K Hold
3,849
– – ﹤0.01% 538
2022
Q1 		$314K Hold
3,849
– – ﹤0.01% 559
2021
Q4 		$314K Buy
+3,849
New +$320K ﹤0.01% 576

Other funds holding INDB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

UMB Bank's INDB Position: Q3 2026 in Review

UMB Bank increased its Independent Bank (INDB) stake by 2.6% in Q3 2026, buying an estimated $667 and bringing the position to 314 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

UMB Bank first reported a position in INDB in Q4 2021 and has held it in 20 quarters since. The position peaked at $325K in Q4 2022. 159 funds tracked by Wall St. Rank hold INDB as of Q3 2026.

  • UMB Bank held 314 shares of Independent Bank worth $24.4K as of Q3 2026.
  • UMB Bank bought 8 Independent Bank shares in Q3 2026, an estimated $667.
  • Independent Bank made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1568 holding.
  • UMB Bank first reported a position in Independent Bank in Q4 2021 and has held it in 20 quarters since.
  • UMB Bank's Independent Bank position peaked at $325K in Q4 2022.
  • 159 funds tracked by Wall St. Rank held Independent Bank as of Q3 2026.

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