UB
WAY

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
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 		$7.79K Buy
238
+10
+4% +$356 ﹤0.01% 1906
2025
Q3 		$8.65K Buy
+228
New +$8.45K ﹤0.01% 1733

Other funds holding WAY

EFM
EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UMB Bank's WAY Position: Q2 2026 in Review

UMB Bank reduced its Waystar Holding Corp (WAY) stake by 19% in Q2 2026, selling an estimated $2.69K and leaving 552 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

UMB Bank first reported a position in WAY in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.4K in Q1 2026. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • UMB Bank held 552 shares of Waystar Holding Corp worth $11.3K as of Q2 2026.
  • UMB Bank sold 128 Waystar Holding Corp shares in Q2 2026, an estimated $2.69K.
  • Waystar Holding Corp made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1894 holding.
  • UMB Bank first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 4 quarters since.
  • UMB Bank's Waystar Holding Corp position peaked at $16.4K in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

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