UMB Bank’s UWM Holdings UWMC Stock Holding History

UMB Bank’s Portfolio UWMC Stock Details UWMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$321	Buy	140 +82	+141%	+$255	﹤0.01%	2292
2026 Q1	$210	Buy	+58	New	+$267	﹤0.01%	2278

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UMB Bank's UWMC Position: Q2 2026 in Review

UMB Bank increased its UWM Holdings (UWMC) stake by 141% in Q2 2026, buying an estimated $255 and bringing the position to 140 shares worth $321. The position accounts for ﹤0.01% of the portfolio, ranked #2292.

UMB Bank first reported a position in UWMC in Q1 2026 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

UMB Bank held 140 shares of UWM Holdings worth $321 as of Q2 2026.
UMB Bank bought 82 UWM Holdings shares in Q2 2026, an estimated $255.
UWM Holdings made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2292 holding.
UMB Bank first reported a position in UWM Holdings in Q1 2026 and has held it in 2 quarters since.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

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