UB
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UMB Bank’s NiSource NI Stock Holding History

UMB Bank’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$480K Buy
10,087
+488
+5% +$23.1K 0.01% 491
2026
Q1 		$448K Buy
9,599
+121
+1% +$5.45K 0.01% 495
2025
Q4 		$396K Buy
9,478
+39
+0.4% +$1.67K 0.01% 514
2025
Q3 		$409K Buy
9,439
+9
+0.1% +$373 0.01% 469
2025
Q2 		$380K Buy
9,430
+47
+0.5% +$1.84K 0.01% 460
2025
Q1 		$376K Buy
9,383
+242
+3% +$9.32K 0.01% 450
2024
Q4 		$336K Buy
9,141
+244
+3% +$8.76K 0.01% 474
2024
Q3 		$308K Hold
8,897
– – ﹤0.01% 491
2024
Q2 		$256K Buy
8,897
+81
+0.9% +$2.29K ﹤0.01% 516
2024
Q1 		$244K Buy
8,816
+41
+0.5% +$1.08K ﹤0.01% 528
2023
Q4 		$233K Hold
8,775
– – ﹤0.01% 547
2023
Q3 		$217K Buy
8,775
+95
+1% +$2.57K ﹤0.01% 552
2023
Q2 		$237K Hold
8,680
– – ﹤0.01% 545
2023
Q1 		$243K Sell
8,680
-35
-0.4% -$958 ﹤0.01% 536
2022
Q4 		$239K Sell
8,715
-38
-0.4% -$999 ﹤0.01% 545
2022
Q3 		$220K Sell
8,753
-5
-0.1% -$147 ﹤0.01% 584
2022
Q2 		$258K Hold
8,758
– – ﹤0.01% 580
2022
Q1 		$279K Hold
8,758
– – ﹤0.01% 587
2021
Q4 		$242K Buy
8,758
+43
+0.5% +$1.09K ﹤0.01% 632
2021
Q3 		$211K Hold
8,715
– – ﹤0.01% 358
2021
Q2 		$214K Hold
8,715
– – ﹤0.01% 354
2021
Q1 		$210K Buy
+8,715
New +$196K 0.01% 341
2016
Q3 		– Sell
-7,739
Closed -$206K – 358
2016
Q2 		$206K Buy
+7,739
New +$186K 0.01% 333

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UMB Bank's NI Position: Q2 2026 in Review

UMB Bank increased its NiSource (NI) stake by 5.1% in Q2 2026, buying an estimated $23.1K and bringing the position to 10,087 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #491.

UMB Bank first reported a position in NI in Q2 2016 and has held it in 23 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • UMB Bank held 10,087 shares of NiSource worth $480K as of Q2 2026.
  • UMB Bank bought 488 NiSource shares in Q2 2026, an estimated $23.1K.
  • NiSource made up 0.01% of UMB Bank's portfolio in Q2 2026, its #491 holding.
  • UMB Bank first reported a position in NiSource in Q2 2016 and has held it in 23 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

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