UB
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UMB Bank’s WEX WEX Stock Holding History

UMB Bank’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.5K Sell
358
-198
-36% -$29.3K ﹤0.01% 1321
2026
Q1 		$85.1K Buy
556
+9
+2% +$1.41K ﹤0.01% 1042
2025
Q4 		$81.5K Buy
547
+164
+43% +$24.7K ﹤0.01% 1040
2025
Q3 		$60.3K Buy
383
+7
+2% +$1.16K ﹤0.01% 1078
2025
Q2 		$55.2K Buy
376
+68
+22% +$9.13K ﹤0.01% 1084
2025
Q1 		$48.4K Buy
308
+47
+18% +$7.74K ﹤0.01% 1064
2024
Q4 		$45.8K Buy
261
+221
+553% +$41.4K ﹤0.01% 950
2024
Q3 		$8.39K Buy
40
+21
+111% +$3.91K ﹤0.01% 1545
2024
Q2 		$3.37K Buy
19
+4
+27% +$816 ﹤0.01% 1577
2024
Q1 		$3.56K Buy
15
+3
+25% +$646 ﹤0.01% 1423
2023
Q4 		$2.33K Hold
12
– – ﹤0.01% 1481
2023
Q3 		$2.26K Buy
+12
New +$2.32K ﹤0.01% 1515
2022
Q3 		– Sell
-13
Closed -$2K – 1993
2022
Q2 		$2K Hold
13
– – ﹤0.01% 1779
2022
Q1 		$2K Hold
13
– – ﹤0.01% 1856
2021
Q4 		$2K Buy
+13
New +$1.99K ﹤0.01% 1859

Other funds holding WEX

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

UMB Bank's WEX Position: Q2 2026 in Review

UMB Bank reduced its WEX (WEX) stake by 36% in Q2 2026, selling an estimated $29.3K and leaving 358 shares worth $50.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

UMB Bank first reported a position in WEX in Q4 2021 and has held it in 15 quarters since. The position peaked at $85.1K in Q1 2026. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • UMB Bank held 358 shares of WEX worth $50.5K as of Q2 2026.
  • UMB Bank sold 198 WEX shares in Q2 2026, an estimated $29.3K.
  • WEX made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1321 holding.
  • UMB Bank first reported a position in WEX in Q4 2021 and has held it in 15 quarters since.
  • UMB Bank's WEX position peaked at $85.1K in Q1 2026.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

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