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UMB Bank’s MSCI MSCI Stock Holding History

UMB Bank’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$132K Buy
235
+27
+13% +$15.8K ﹤0.01% 918
2026
Q1 		$112K Buy
208
+4
+2% +$2.26K ﹤0.01% 929
2025
Q4 		$117K Sell
204
-145
-42% -$81.3K ﹤0.01% 876
2025
Q3 		$198K Buy
349
+171
+96% +$96.7K ﹤0.01% 619
2025
Q2 		$103K Sell
178
-79
-31% -$43.7K ﹤0.01% 818
2025
Q1 		$145K Buy
257
+37
+17% +$21.5K ﹤0.01% 649
2024
Q4 		$132K Buy
220
+49
+29% +$29.4K ﹤0.01% 634
2024
Q3 		$99.7K Buy
171
+59
+53% +$32K ﹤0.01% 705
2024
Q2 		$54K Buy
112
+15
+15% +$7.44K ﹤0.01% 809
2024
Q1 		$54.4K Hold
97
– – ﹤0.01% 817
2023
Q4 		$54.9K Sell
97
-14
-13% -$7.23K ﹤0.01% 811
2023
Q3 		$57K Hold
111
– – ﹤0.01% 807
2023
Q2 		$52.1K Hold
111
– – ﹤0.01% 838
2023
Q1 		$62.1K Hold
111
– – ﹤0.01% 792
2022
Q4 		$51K Sell
111
-225
-67% -$105K ﹤0.01% 841
2022
Q3 		$142K Sell
336
-24
-7% -$11K ﹤0.01% 656
2022
Q2 		$148K Hold
360
– – ﹤0.01% 675
2022
Q1 		$181K Hold
360
– – ﹤0.01% 664
2021
Q4 		$220K Buy
+360
New +$226K ﹤0.01% 642

Other funds holding MSCI

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

UMB Bank's MSCI Position: Q2 2026 in Review

UMB Bank increased its MSCI (MSCI) stake by 13% in Q2 2026, buying an estimated $15.8K and bringing the position to 235 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

UMB Bank first reported a position in MSCI in Q4 2021 and has held it in 19 quarters since. The position peaked at $220K in Q4 2021. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • UMB Bank held 235 shares of MSCI worth $132K as of Q2 2026.
  • UMB Bank bought 27 MSCI shares in Q2 2026, an estimated $15.8K.
  • MSCI made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #918 holding.
  • UMB Bank first reported a position in MSCI in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's MSCI position peaked at $220K in Q4 2021.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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