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UMB Bank’s Terex TEX Stock Holding History

UMB Bank’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120K Buy
1,655
+4
+0.2% +$250 ﹤0.01% 960
2026
Q1 		$97.6K Buy
1,651
+200
+14% +$12.4K ﹤0.01% 979
2025
Q4 		$77.5K Buy
1,451
+189
+15% +$9.54K ﹤0.01% 1059
2025
Q3 		$64.7K Sell
1,262
-13
-1% -$662 ﹤0.01% 1047
2025
Q2 		$59.5K Buy
1,275
+543
+74% +$22.7K ﹤0.01% 1054
2025
Q1 		$27.7K Buy
732
+332
+83% +$14.5K ﹤0.01% 1248
2024
Q4 		$18.5K Buy
400
+214
+115% +$11.2K ﹤0.01% 1284
2024
Q3 		$9.84K Buy
186
+142
+323% +$7.85K ﹤0.01% 1492
2024
Q2 		$2.41K Sell
44
-19
-30% -$1.13K ﹤0.01% 1702
2024
Q1 		$4.06K Sell
63
-72
-53% -$4.22K ﹤0.01% 1407
2023
Q4 		$7.76K Hold
135
– – ﹤0.01% 1348
2023
Q3 		$7.78K Buy
+135
New +$8.05K ﹤0.01% 1341
2022
Q1 		– Sell
-31
Closed -$1K – 2073
2021
Q4 		$1K Buy
+31
New +$1.39K ﹤0.01% 1949

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UMB Bank's TEX Position: Q2 2026 in Review

UMB Bank increased its Terex (TEX) stake by 0.24% in Q2 2026, buying an estimated $250 and bringing the position to 1,655 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

UMB Bank first reported a position in TEX in Q4 2021 and has held it in 13 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • UMB Bank held 1,655 shares of Terex worth $120K as of Q2 2026.
  • UMB Bank bought 4 Terex shares in Q2 2026, an estimated $250.
  • Terex made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #960 holding.
  • UMB Bank first reported a position in Terex in Q4 2021 and has held it in 13 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

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