UMB Bank’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $182K | Sell |
4,743
-330
| -7% | -$12.6K | ﹤0.01% | 768 |
|
|
2026
Q1 | $204K | Buy |
5,073
+711
| +16% | +$28K | ﹤0.01% | 687 |
|
|
2025
Q4 | $167K | Buy |
4,362
+632
| +17% | +$24.9K | ﹤0.01% | 728 |
|
|
2025
Q3 | $149K | Buy |
3,730
+569
| +18% | +$21.7K | ﹤0.01% | 716 |
|
|
2025
Q2 | $117K | Buy |
3,161
+549
| +21% | +$21.4K | ﹤0.01% | 774 |
|
|
2025
Q1 | $103K | Buy |
2,612
+2,150
| +465% | +$79K | ﹤0.01% | 753 |
|
|
2024
Q4 | $16.8K | Sell |
462
-1,502
| -76% | -$58.3K | ﹤0.01% | 1322 |
|
|
2024
Q3 | $75.8K | Buy |
1,964
+1,784
| +991% | +$70.1K | ﹤0.01% | 759 |
|
|
2024
Q2 | $6.72K | Sell |
180
-1,923
| -91% | -$71.3K | ﹤0.01% | 1351 |
|
|
2024
Q1 | $77.9K | Buy |
2,103
+82
| +4% | +$2.97K | ﹤0.01% | 755 |
|
|
2023
Q4 | $75.5K | Sell |
2,021
-66
| -3% | -$2.3K | ﹤0.01% | 758 |
|
|
2023
Q3 | $71.6K | Buy |
2,087
+66
| +3% | +$2.56K | ﹤0.01% | 753 |
|
|
2023
Q2 | $80.7K | Hold |
2,021
| – | – | ﹤0.01% | 741 |
|
|
2023
Q1 | $88.2K | Sell |
2,021
-119
| -6% | -$5.37K | ﹤0.01% | 725 |
|
|
2022
Q4 | $102K | Sell |
2,140
-8,019
| -79% | -$363K | ﹤0.01% | 691 |
|
|
2022
Q3 | $420K | Sell |
10,159
-26,837
| -73% | -$1.3M | 0.01% | 463 |
|
|
2022
Q2 | $1.7M | Buy |
36,996
+2,714
| +8% | +$126K | 0.03% | 299 |
|
|
2022
Q1 | $1.75M | Sell |
34,282
-1,089
| -3% | -$52.6K | 0.02% | 316 |
|
|
2021
Q4 | $1.9M | Buy |
+35,371
| New | +$1.72M | 0.02% | 310 |
|
|
2021
Q2 | – | Sell |
-5,743
| Closed | -$257K | – | 379 |
|
|
2021
Q1 | $257K | Hold |
5,743
| – | – | 0.01% | 326 |
|
|
2020
Q4 | $272K | Sell |
5,743
-11
| -0.2% | -$489 | 0.01% | 311 |
|
|
2020
Q3 | $243K | Hold |
5,754
| – | – | 0.01% | 304 |
|
|
2020
Q2 | $243K | Buy |
5,754
+13
| +0.2% | +$549 | 0.01% | 304 |
|
|
2020
Q1 | $234K | Buy |
5,741
+11
| +0.2% | +$519 | 0.01% | 301 |
|
|
2019
Q4 | $269K | Hold |
5,730
| – | – | 0.01% | 318 |
|
|
2019
Q3 | $257K | Hold |
5,730
| – | – | 0.01% | 335 |
|
|
2019
Q2 | $237K | Buy |
5,730
+31
| +0.5% | +$1.21K | 0.01% | 338 |
|
|
2019
Q1 | $208K | Buy |
+5,699
| New | +$201K | 0.01% | 337 |
|
|
2018
Q4 | – | Sell |
-6,392
| Closed | -$236K | – | 356 |
|
|
2018
Q3 | $236K | Buy |
+6,392
| New | +$236K | 0.01% | 326 |
|
Other funds holding WTRG
AA
UMB Bank's WTRG Position: Q2 2026 in Review
UMB Bank reduced its Essential Utilities (WTRG) stake by 6.5% in Q2 2026, selling an estimated $12.6K and leaving 4,743 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #768.
UMB Bank first reported a position in WTRG in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.9M in Q4 2021. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- UMB Bank held 4,743 shares of Essential Utilities worth $182K as of Q2 2026.
- UMB Bank sold 330 Essential Utilities shares in Q2 2026, an estimated $12.6K.
- Essential Utilities made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #768 holding.
- UMB Bank first reported a position in Essential Utilities in Q3 2018 and has held it in 29 quarters since.
- UMB Bank's Essential Utilities position peaked at $1.9M in Q4 2021.
- 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.