UMB Bank’s Shoals Technologies Group SHLS Stock Holding History

UMB Bank’s Portfolio SHLS Stock Details SHLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$743	Hold	75	–	–	﹤0.01%	2273
2026 Q1	$494	Hold	75	–	–	﹤0.01%	2257
2025 Q4	$638	Buy	+75	New	+$674	﹤0.01%	2234

Other funds holding SHLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UMB Bank's SHLS Position: Q2 2026 in Review

UMB Bank held its Shoals Technologies Group (SHLS) position steady in Q2 2026 at 75 shares worth $743. The position accounts for ﹤0.01% of the portfolio, ranked #2273.

UMB Bank first reported a position in SHLS in Q4 2025 and has held it in 3 quarters since. 272 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

UMB Bank held 75 shares of Shoals Technologies Group worth $743 as of Q2 2026.
UMB Bank left its Shoals Technologies Group share count unchanged in Q2 2026.
Shoals Technologies Group made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2273 holding.
UMB Bank first reported a position in Shoals Technologies Group in Q4 2025 and has held it in 3 quarters since.
272 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

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