UMB Bank
WHD icon

UMB Bank’s Cactus WHD Stock Holding History

UMB Bank’s Portfolio WHD Stock Details WHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$47.9K Buy
770
+37
+5% +$2.36K ﹤0.01% 1322
2026
Q2 		$37.6K Buy
733
+30
+4% +$1.67K ﹤0.01% 1437
2026
Q1 		$33.3K Buy
703
+133
+23% +$6.98K ﹤0.01% 1417
2025
Q4 		$26K Buy
570
+14
+3% +$585 ﹤0.01% 1468
2025
Q3 		$21.9K Buy
556
+71
+15% +$2.99K ﹤0.01% 1415
2025
Q2 		$21.2K Sell
485
-78
-14% -$3.26K ﹤0.01% 1357
2025
Q1 		$25.8K Buy
563
+4
+0.7% +$222 ﹤0.01% 1266
2024
Q4 		$32.6K Sell
559
-26
-4% -$1.63K ﹤0.01% 1081
2024
Q3 		$34.9K Buy
585
+137
+31% +$7.96K ﹤0.01% 991
2024
Q2 		$23.6K Buy
448
+43
+11% +$2.19K ﹤0.01% 1009
2024
Q1 		$20.3K Hold
405
– – ﹤0.01% 1075
2023
Q4 		$18.4K Hold
405
– – ﹤0.01% 1087
2023
Q3 		$20.3K Hold
405
– – ﹤0.01% 1076
2023
Q2 		$17.1K Hold
405
– – ﹤0.01% 1123
2023
Q1 		$16.7K Hold
405
– – ﹤0.01% 1132
2022
Q4 		$20K Sell
405
-401
-50% -$20.1K ﹤0.01% 1115
2022
Q3 		$31K Hold
806
– – ﹤0.01% 985
2022
Q2 		$32K Hold
806
– – ﹤0.01% 1026
2022
Q1 		$46K Hold
806
– – ﹤0.01% 994
2021
Q4 		$31K Buy
+806
New +$32.4K ﹤0.01% 1139

Other funds holding WHD

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UMB Bank's WHD Position: Q3 2026 in Review

UMB Bank increased its Cactus (WHD) stake by 5% in Q3 2026, buying an estimated $2.36K and bringing the position to 770 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

UMB Bank first reported a position in WHD in Q4 2021 and has held it in 20 quarters since. 213 funds tracked by Wall St. Rank hold WHD as of Q3 2026.

  • UMB Bank held 770 shares of Cactus worth $47.9K as of Q3 2026.
  • UMB Bank bought 37 Cactus shares in Q3 2026, an estimated $2.36K.
  • Cactus made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1322 holding.
  • UMB Bank first reported a position in Cactus in Q4 2021 and has held it in 20 quarters since.
  • 213 funds tracked by Wall St. Rank held Cactus as of Q3 2026.

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