UMB Bank, n.a.

Position in WFC — Wells Fargo & Company/Mn

CIK 933429 Kansas City, MO

Back to WFC Full portfolio

Position in WFC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$12,168,326

+$156,372 QoQ

Shares Held

147,245

-2.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#467

of 2,853 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Common Shares in WFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

UMB Bank, n.a. holds $211,617,777 across 17 Banks - Diversified names. WFC ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	389,201	$127,397,162
2	BAC	Bank Of America Corp /De/	713,545	$40,657,793
3	BNY	Bank of New York Mellon Corp	120,971	$17,493,616
4	WFC	Wells Fargo & Company/Mn This page	147,245	$12,168,326
5	ING	Ing Groep NV	309,114	$9,699,996
6	C	Citigroup Inc	10,592	$1,482,455
7	TD	Toronto Dominion Bank	11,257	$1,366,937
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	15,504	$365,584

All Filings in WFC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,168,326	147,245	-2.4%	Shares	Defined	2026-08-13
2026-03-31	$12,011,954	150,885	-2.6%	Shares	Defined	2026-05-11
2025-12-31	$14,444,788	154,987	+11.6%	Shares	Defined	2026-02-13
2025-09-30	$11,639,412	138,862	+52.7%	Shares	Defined	2025-11-04
2025-06-30	$7,284,189	90,916	-3.3%	Shares	Defined	2025-07-11
2025-03-31	$6,751,131	94,040	+0.3%	Shares	Defined	2025-04-14
2024-12-31	$6,582,400	93,713	-0.2%	Shares	Defined	2025-01-16
2024-09-30	$5,305,257	93,915	-7.7%	Shares	Defined	2024-10-09
2024-06-30	$6,040,734	101,713	+134.8%	Shares	Defined	2024-07-29
2024-03-31	$2,511,116	43,325	-86.8%	Shares	Defined	2024-04-26
2023-12-31	$16,199,236	329,119	-5.2%	Shares	Defined	2024-01-23
2023-09-30	$14,191,944	347,331	-1.4%	Shares	Defined	2023-10-18
2023-06-30	$15,039,578	352,380	+14.9%	Shares	Defined	2023-07-25
2023-03-31	$11,467,996	306,795	-0.6%	Shares	Defined	2023-04-11
2022-12-31	$12,747,213	308,724	-1.4%	Shares	Defined	2023-01-10
2022-09-30	$12,589,502	313,016	-7.2%	Shares	Defined	2022-10-13
2022-06-30	$13,209,690	337,240	-0.5%	Shares	Defined	2022-07-20
2022-03-31	$16,422,270	338,883	+0.0%	Shares	Defined	2022-04-22
2021-12-31	$16,258,789	338,866	+378.1%	Shares	Defined	2022-02-09
2021-09-30	$3,289,725	70,884	-3.1%	Shares	Sole	2021-10-18
2021-06-30	$3,313,777	73,168	+123.9%	Shares	Sole	2021-07-26
2021-03-31	$1,276,962	32,684	-26.5%	Shares	Sole	2021-04-15
2020-12-31	$1,341,168	44,439	-33.9%	Shares	Sole	2021-02-04
2020-09-30	$1,580,858	67,242	0.0%	Shares	Sole	2020-10-16
2020-06-30	$1,721,394	67,242	-18.1%	Shares	Sole	2020-07-16
2020-03-31	$2,355,867	82,086	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.