UB
SAM icon

UMB Bank’s Boston Beer SAM Stock Holding History

UMB Bank’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.6K Sell
201
-113
-36% -$22.9K ﹤0.01% 1467
2026
Q1 		$72.3K Sell
314
-1
-0.3% -$225 ﹤0.01% 1111
2025
Q4 		$61.5K Buy
315
+18
+6% +$3.71K ﹤0.01% 1169
2025
Q3 		$62.8K Buy
297
+28
+10% +$5.96K ﹤0.01% 1058
2025
Q2 		$51.3K Sell
269
-62
-19% -$14.3K ﹤0.01% 1108
2025
Q1 		$79.1K Buy
331
+87
+36% +$21.2K ﹤0.01% 868
2024
Q4 		$73.2K Buy
244
+17
+7% +$5.13K ﹤0.01% 779
2024
Q3 		$65.6K Buy
227
+21
+10% +$5.86K ﹤0.01% 798
2024
Q2 		$62.8K Sell
206
-19
-8% -$5.44K ﹤0.01% 785
2024
Q1 		$68.5K Buy
225
+2
+0.9% +$667 ﹤0.01% 775
2023
Q4 		$77.1K Sell
223
-100
-31% -$35.1K ﹤0.01% 751
2023
Q3 		$126K Sell
323
-11
-3% -$3.85K ﹤0.01% 653
2023
Q2 		$103K Hold
334
– – ﹤0.01% 695
2023
Q1 		$110K Hold
334
– – ﹤0.01% 672
2022
Q4 		$111K Sell
334
-90
-21% -$32.6K ﹤0.01% 675
2022
Q3 		$137K Sell
424
-244
-37% -$84.4K ﹤0.01% 660
2022
Q2 		$202K Sell
668
-2
-0.3% -$696 ﹤0.01% 623
2022
Q1 		$260K Sell
670
-62
-8% -$25.9K ﹤0.01% 604
2021
Q4 		$370K Buy
+732
New +$366K ﹤0.01% 542
2021
Q3 		– Sell
-210
Closed -$214K – 378
2021
Q2 		$214K Hold
210
– – ﹤0.01% 355
2021
Q1 		$253K Buy
210
+5
+2% +$5.25K 0.01% 328
2020
Q4 		$204K Buy
+205
New +$197K 0.01% 340

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UMB Bank's SAM Position: Q2 2026 in Review

UMB Bank reduced its Boston Beer (SAM) stake by 36% in Q2 2026, selling an estimated $22.9K and leaving 201 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

UMB Bank first reported a position in SAM in Q4 2020 and has held it in 22 quarters since. The position peaked at $370K in Q4 2021. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • UMB Bank held 201 shares of Boston Beer worth $35.6K as of Q2 2026.
  • UMB Bank sold 113 Boston Beer shares in Q2 2026, an estimated $22.9K.
  • Boston Beer made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1467 holding.
  • UMB Bank first reported a position in Boston Beer in Q4 2020 and has held it in 22 quarters since.
  • UMB Bank's Boston Beer position peaked at $370K in Q4 2021.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

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