UMB Bank
UPWK icon

UMB Bank’s Upwork UPWK Stock Holding History

UMB Bank’s Portfolio UPWK Stock Details UPWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.13K Sell
629
-61
-9% -$539 ﹤0.01% 2071
2026
Q2 		$5.77K Buy
690
+440
+176% +$4.16K ﹤0.01% 2069
2026
Q1 		$2.74K Sell
250
-265
-51% -$4.17K ﹤0.01% 2131
2025
Q4 		$10.2K Buy
+515
New +$9.44K ﹤0.01% 1817

Other funds holding UPWK

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

UMB Bank's UPWK Position: Q3 2026 in Review

UMB Bank reduced its Upwork (UPWK) stake by 8.8% in Q3 2026, selling an estimated $539 and leaving 629 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

UMB Bank first reported a position in UPWK in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.2K in Q4 2025. 128 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

  • UMB Bank held 629 shares of Upwork worth $5.13K as of Q3 2026.
  • UMB Bank sold 61 Upwork shares in Q3 2026, an estimated $539.
  • Upwork made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #2071 holding.
  • UMB Bank first reported a position in Upwork in Q4 2025 and has held it in 4 quarters since.
  • UMB Bank's Upwork position peaked at $10.2K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

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