UMB Bank
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UMB Bank’s Portland General Electric POR Stock Holding History

UMB Bank’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.3K Buy
567
+243
+75% +$12.1K ﹤0.01% 1555
2026
Q2 		$16.8K Buy
324
+2
+0.6% +$101 ﹤0.01% 1741
2026
Q1 		$17K Buy
322
+32
+11% +$1.64K ﹤0.01% 1659
2025
Q4 		$13.9K Hold
290
– – ﹤0.01% 1688
2025
Q3 		$12.8K Sell
290
-53
-15% -$2.22K ﹤0.01% 1588
2025
Q2 		$13.9K Sell
343
-178
-34% -$7.47K ﹤0.01% 1492
2025
Q1 		$23.2K Buy
521
+127
+32% +$5.45K ﹤0.01% 1284
2024
Q4 		$17.2K Sell
394
-100
-20% -$4.65K ﹤0.01% 1315
2024
Q3 		$23.7K Buy
+494
New +$23.1K ﹤0.01% 1151
2022
Q3 		– Sell
-40
Closed -$2K – 1917
2022
Q2 		$2K Hold
40
– – ﹤0.01% 1759
2022
Q1 		$2K Hold
40
– – ﹤0.01% 1841
2021
Q4 		$2K Buy
+40
New +$2K ﹤0.01% 1833

Other funds holding POR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

UMB Bank's POR Position: Q3 2026 in Review

UMB Bank increased its Portland General Electric (POR) stake by 75% in Q3 2026, buying an estimated $12.1K and bringing the position to 567 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

UMB Bank first reported a position in POR in Q4 2021 and has held it in 12 quarters since. 267 funds tracked by Wall St. Rank hold POR as of Q3 2026.

  • UMB Bank held 567 shares of Portland General Electric worth $25.3K as of Q3 2026.
  • UMB Bank bought 243 Portland General Electric shares in Q3 2026, an estimated $12.1K.
  • Portland General Electric made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1555 holding.
  • UMB Bank first reported a position in Portland General Electric in Q4 2021 and has held it in 12 quarters since.
  • 267 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

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