UB
XP icon

UMB Bank’s XP XP Stock Holding History

UMB Bank’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$715 Sell
44
-14
-24% -$250 ﹤0.01% 2275
2026
Q1 		$1.1K Buy
58
+33
+132% +$638 ﹤0.01% 2212
2025
Q4 		$409 Sell
25
-5
-17% -$88 ﹤0.01% 2258
2025
Q3 		$564 Buy
30
+13
+76% +$233 ﹤0.01% 2122
2025
Q2 		$343 Buy
17
+7
+70% +$121 ﹤0.01% 2089
2025
Q1 		$138 Buy
+10
New +$138 ﹤0.01% 2092
2024
Q4 		– Sell
-168
Closed -$3.01K – 2191
2024
Q3 		$3.01K Sell
168
-1,377
-89% -$25.1K ﹤0.01% 1878
2024
Q2 		$27.2K Buy
1,545
+214
+16% +$4.42K ﹤0.01% 979
2024
Q1 		$34.2K Buy
1,331
+110
+9% +$2.76K ﹤0.01% 920
2023
Q4 		$31.8K Hold
1,221
– – ﹤0.01% 929
2023
Q3 		$28.1K Hold
1,221
– – ﹤0.01% 980
2023
Q2 		$28.6K Buy
1,221
+1,216
+24,320% +$20.6K ﹤0.01% 992
2023
Q1 		$59 Sell
5
-744
-99% -$10.6K ﹤0.01% 1684
2022
Q4 		$11K Sell
749
-163
-18% -$2.85K ﹤0.01% 1290
2022
Q3 		$17K Buy
912
+708
+347% +$14.1K ﹤0.01% 1165
2022
Q2 		$3K Hold
204
– – ﹤0.01% 1698
2022
Q1 		$6K Hold
204
– – ﹤0.01% 1635
2021
Q4 		$6K Buy
+204
New +$6.64K ﹤0.01% 1610

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

UMB Bank's XP Position: Q2 2026 in Review

UMB Bank reduced its XP (XP) stake by 24% in Q2 2026, selling an estimated $250 and leaving 44 shares worth $715. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

UMB Bank first reported a position in XP in Q4 2021 and has held it in 18 quarters since. The position peaked at $34.2K in Q1 2024. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • UMB Bank held 44 shares of XP worth $715 as of Q2 2026.
  • UMB Bank sold 14 XP shares in Q2 2026, an estimated $250.
  • XP made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2275 holding.
  • UMB Bank first reported a position in XP in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's XP position peaked at $34.2K in Q1 2024.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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