UMB Bank
WAY icon

UMB Bank’s Waystar Holding Corp WAY Stock Holding History

UMB Bank’s Portfolio WAY Stock Details WAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.4K Buy
648
+96
+17% +$2.31K ﹤0.01% 1719
2026
Q2 		$11.3K Sell
552
-128
-19% -$2.69K ﹤0.01% 1894
2026
Q1 		$16.4K Buy
680
+442
+186% +$11.7K ﹤0.01% 1672
2025
Q4 		$7.8K Buy
238
+10
+4% +$356 ﹤0.01% 1906
2025
Q3 		$8.65K Buy
+228
New +$8.45K ﹤0.01% 1733

Other funds holding WAY

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

UMB Bank's WAY Position: Q3 2026 in Review

UMB Bank increased its Waystar Holding Corp (WAY) stake by 17% in Q3 2026, buying an estimated $2.31K and bringing the position to 648 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

UMB Bank first reported a position in WAY in Q3 2025 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

  • UMB Bank held 648 shares of Waystar Holding Corp worth $16.4K as of Q3 2026.
  • UMB Bank bought 96 Waystar Holding Corp shares in Q3 2026, an estimated $2.31K.
  • Waystar Holding Corp made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1719 holding.
  • UMB Bank first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 5 quarters since.
  • 140 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

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