UB
SWX icon

UMB Bank’s Southwest Gas SWX Stock Holding History

UMB Bank’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.1K Buy
294
+27
+10% +$2.42K ﹤0.01% 1577
2026
Q1 		$23.2K Sell
267
-160
-37% -$13.6K ﹤0.01% 1547
2025
Q4 		$34.2K Sell
427
-153
-26% -$12.3K ﹤0.01% 1369
2025
Q3 		$45.4K Buy
580
+46
+9% +$3.58K ﹤0.01% 1190
2025
Q2 		$39.7K Sell
534
-299
-36% -$21.6K ﹤0.01% 1193
2025
Q1 		$59.8K Buy
833
+243
+41% +$18K ﹤0.01% 976
2024
Q4 		$41.7K Buy
590
+192
+48% +$14.3K ﹤0.01% 985
2024
Q3 		$29.4K Buy
398
+160
+67% +$11.6K ﹤0.01% 1061
2024
Q2 		$16.8K Buy
238
+23
+11% +$1.72K ﹤0.01% 1134
2024
Q1 		$16.4K Buy
215
+15
+8% +$972 ﹤0.01% 1152
2023
Q4 		$12.7K Hold
200
– – ﹤0.01% 1215
2023
Q3 		$12.1K Hold
200
– – ﹤0.01% 1231
2023
Q2 		$12.7K Hold
200
– – ﹤0.01% 1234
2023
Q1 		$12.5K Hold
200
– – ﹤0.01% 1231
2022
Q4 		$12K Sell
200
-146
-42% -$9.93K ﹤0.01% 1255
2022
Q3 		$24K Hold
346
– – ﹤0.01% 1056
2022
Q2 		$30K Hold
346
– – ﹤0.01% 1046
2022
Q1 		$27K Sell
346
-20
-5% -$1.4K ﹤0.01% 1158
2021
Q4 		$25K Buy
+366
New +$25.2K ﹤0.01% 1207

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

UMB Bank's SWX Position: Q2 2026 in Review

UMB Bank increased its Southwest Gas (SWX) stake by 10% in Q2 2026, buying an estimated $2.42K and bringing the position to 294 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

UMB Bank first reported a position in SWX in Q4 2021 and has held it in 19 quarters since. The position peaked at $59.8K in Q1 2025. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • UMB Bank held 294 shares of Southwest Gas worth $26.1K as of Q2 2026.
  • UMB Bank bought 27 Southwest Gas shares in Q2 2026, an estimated $2.42K.
  • Southwest Gas made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1577 holding.
  • UMB Bank first reported a position in Southwest Gas in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Southwest Gas position peaked at $59.8K in Q1 2025.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

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