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UMB Bank’s Moelis & Co MC Stock Holding History

UMB Bank’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.7K Buy
851
+54
+7% +$3.54K ﹤0.01% 1275
2026
Q1 		$45.4K Buy
797
+129
+19% +$8.39K ﹤0.01% 1292
2025
Q4 		$45.9K Buy
668
+46
+7% +$3.07K ﹤0.01% 1274
2025
Q3 		$44.4K Buy
622
+63
+11% +$4.5K ﹤0.01% 1203
2025
Q2 		$34.8K Sell
559
-24
-4% -$1.35K ﹤0.01% 1231
2025
Q1 		$34K Buy
583
+101
+21% +$7.12K ﹤0.01% 1193
2024
Q4 		$35.6K Hold
482
– – ﹤0.01% 1046
2024
Q3 		$33K Sell
482
-15
-3% -$968 ﹤0.01% 1020
2024
Q2 		$28.3K Buy
497
+193
+63% +$10.4K ﹤0.01% 961
2024
Q1 		$17.3K Buy
304
+28
+10% +$1.53K ﹤0.01% 1132
2023
Q4 		$15.5K Sell
276
-599
-68% -$28.1K ﹤0.01% 1148
2023
Q3 		$39.5K Hold
875
– – ﹤0.01% 889
2023
Q2 		$39.7K Hold
875
– – ﹤0.01% 899
2023
Q1 		$33.6K Hold
875
– – ﹤0.01% 943
2022
Q4 		$34K Sell
875
-19
-2% -$771 ﹤0.01% 951
2022
Q3 		$30K Sell
894
-599
-40% -$25.1K ﹤0.01% 990
2022
Q2 		$58K Hold
1,493
– – ﹤0.01% 871
2022
Q1 		$70K Buy
1,493
+52
+4% +$2.7K ﹤0.01% 863
2021
Q4 		$90K Buy
+1,441
New +$96.5K ﹤0.01% 823

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UMB Bank's MC Position: Q2 2026 in Review

UMB Bank increased its Moelis & Co (MC) stake by 6.8% in Q2 2026, buying an estimated $3.54K and bringing the position to 851 shares worth $55.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

UMB Bank first reported a position in MC in Q4 2021 and has held it in 19 quarters since. The position peaked at $90K in Q4 2021. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • UMB Bank held 851 shares of Moelis & Co worth $55.7K as of Q2 2026.
  • UMB Bank bought 54 Moelis & Co shares in Q2 2026, an estimated $3.54K.
  • Moelis & Co made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1275 holding.
  • UMB Bank first reported a position in Moelis & Co in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Moelis & Co position peaked at $90K in Q4 2021.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

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