UB
WAFD icon

UMB Bank’s WaFd WAFD Stock Holding History

UMB Bank’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.3K Buy
503
+20
+4% +$704 ﹤0.01% 1682
2026
Q1 		$15.2K Buy
483
+25
+5% +$804 ﹤0.01% 1693
2025
Q4 		$14.7K Buy
458
+92
+25% +$2.84K ﹤0.01% 1666
2025
Q3 		$11.1K Buy
366
+49
+15% +$1.5K ﹤0.01% 1642
2025
Q2 		$9.28K Buy
317
+25
+9% +$708 ﹤0.01% 1628
2025
Q1 		$8.35K Buy
292
+85
+41% +$2.52K ﹤0.01% 1605
2024
Q4 		$6.67K Hold
207
– – ﹤0.01% 1606
2024
Q3 		$7.21K Buy
207
+114
+123% +$3.88K ﹤0.01% 1603
2024
Q2 		$2.66K Buy
93
+57
+158% +$1.58K ﹤0.01% 1666
2024
Q1 		$1.04K Buy
+36
New +$1.04K ﹤0.01% 1760

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

UMB Bank's WAFD Position: Q2 2026 in Review

UMB Bank increased its WaFd (WAFD) stake by 4.1% in Q2 2026, buying an estimated $704 and bringing the position to 503 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

UMB Bank first reported a position in WAFD in Q1 2024 and has held it in 10 quarters since. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • UMB Bank held 503 shares of WaFd worth $19.3K as of Q2 2026.
  • UMB Bank bought 20 WaFd shares in Q2 2026, an estimated $704.
  • WaFd made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1682 holding.
  • UMB Bank first reported a position in WaFd in Q1 2024 and has held it in 10 quarters since.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

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