UMB Bank’s Wheaton Precious Metals WPM Stock Holding History

UMB Bank’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$17.4K	Hold	130	–	–	﹤0.01%	1698
2026 Q2	$14.6K	Hold	130	–	–	﹤0.01%	1803
2026 Q1	$17K	Hold	130	–	–	﹤0.01%	1657
2025 Q4	$15.3K	Sell	130 -1,200	-90%	-$128K	﹤0.01%	1650
2025 Q3	$149K	Buy	1,330 +1,200	+923%	+$117K	﹤0.01%	718
2025 Q2	$11.7K	Hold	130	–	–	﹤0.01%	1558
2025 Q1	$10.1K	Hold	130	–	–	﹤0.01%	1548
2024 Q4	$7.31K	Hold	130	–	–	﹤0.01%	1579
2024 Q3	$7.94K	Hold	130	–	–	﹤0.01%	1566
2024 Q2	$6.82K	Hold	130	–	–	﹤0.01%	1349
2024 Q1	$6.13K	Sell	130 -20	-13%	-$903	﹤0.01%	1356
2023 Q4	$7.4K	Hold	150	–	–	﹤0.01%	1361
2023 Q3	$6.08K	Hold	150	–	–	﹤0.01%	1385
2023 Q2	$6.48K	Hold	150	–	–	﹤0.01%	1374
2023 Q1	$7.22K	Hold	150	–	–	﹤0.01%	1356
2022 Q4	$6K	Hold	150	–	–	﹤0.01%	1412
2022 Q3	$5K	Sell	150 -4	-3%	-$131	﹤0.01%	1481
2022 Q2	$6K	Sell	154 -300	-66%	-$13K	﹤0.01%	1551
2022 Q1	$21K	Hold	454	–	–	﹤0.01%	1243
2021 Q4	$20K	Buy	+454	New	+$18.7K	﹤0.01%	1279

Other funds holding WPM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

UMB Bank's WPM Position: Q3 2026 in Review

UMB Bank held its Wheaton Precious Metals (WPM) position steady in Q3 2026 at 130 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

UMB Bank first reported a position in WPM in Q4 2021 and has held it in 20 quarters since. The position peaked at $149K in Q3 2025. 528 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

UMB Bank held 130 shares of Wheaton Precious Metals worth $17.4K as of Q3 2026.
UMB Bank left its Wheaton Precious Metals share count unchanged in Q3 2026.
Wheaton Precious Metals made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1698 holding.
UMB Bank first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 20 quarters since.
UMB Bank's Wheaton Precious Metals position peaked at $149K in Q3 2025.
528 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

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