UB
MORN icon

UMB Bank’s Morningstar MORN Stock Holding History

UMB Bank’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.4K Sell
342
-167
-33% -$29K ﹤0.01% 1301
2026
Q1 		$86K Buy
509
+119
+31% +$22.1K ﹤0.01% 1034
2025
Q4 		$84.8K Sell
390
-144
-27% -$31.2K ﹤0.01% 1027
2025
Q3 		$124K Sell
534
-138
-21% -$36.8K ﹤0.01% 776
2025
Q2 		$211K Buy
672
+156
+30% +$46.2K ﹤0.01% 585
2025
Q1 		$155K Buy
516
+49
+10% +$15.4K ﹤0.01% 629
2024
Q4 		$157K Buy
467
+54
+13% +$18.4K ﹤0.01% 603
2024
Q3 		$132K Buy
413
+56
+16% +$17.4K ﹤0.01% 650
2024
Q2 		$106K Buy
357
+10
+3% +$2.96K ﹤0.01% 668
2024
Q1 		$107K Buy
347
+7
+2% +$2.02K ﹤0.01% 687
2023
Q4 		$97.3K Hold
340
– – ﹤0.01% 701
2023
Q3 		$79.6K Hold
340
– – ﹤0.01% 730
2023
Q2 		$66.7K Sell
340
-35
-9% -$6.93K ﹤0.01% 785
2023
Q1 		$76.1K Sell
375
-100
-21% -$22K ﹤0.01% 747
2022
Q4 		$103K Sell
475
-250
-34% -$57K ﹤0.01% 689
2022
Q3 		$154K Hold
725
– – ﹤0.01% 646
2022
Q2 		$175K Hold
725
– – ﹤0.01% 649
2022
Q1 		$198K Hold
725
– – ﹤0.01% 653
2021
Q4 		$248K Buy
+725
New +$224K ﹤0.01% 622

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UMB Bank's MORN Position: Q2 2026 in Review

UMB Bank reduced its Morningstar (MORN) stake by 33% in Q2 2026, selling an estimated $29K and leaving 342 shares worth $53.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

UMB Bank first reported a position in MORN in Q4 2021 and has held it in 19 quarters since. The position peaked at $248K in Q4 2021. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • UMB Bank held 342 shares of Morningstar worth $53.4K as of Q2 2026.
  • UMB Bank sold 167 Morningstar shares in Q2 2026, an estimated $29K.
  • Morningstar made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1301 holding.
  • UMB Bank first reported a position in Morningstar in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Morningstar position peaked at $248K in Q4 2021.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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