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UMB Bank, n.a.: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UMB Bank, n.a. on AXP, newest first. How the timeline and the estimate are built.

UMB Bank, n.a. held 26,157 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,157 shares
    Change vs previous 13F -202 shares

    0.11% of the 13F portfolio, value $8,847,605.

    13F-HR 0000933429-26-000033 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,359 shares
    Change vs previous 13F +7 shares

    0.11% of the 13F portfolio, value $7,973,070.

    13F-HR 0000933429-26-000030 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,352 shares
    Change vs previous 13F +4,454 shares

    0.13% of the 13F portfolio, value $9,748,922.

    13F-HR 0000933429-26-000014 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,898 shares
    Change vs previous 13F +57 shares

    0.11% of the 13F portfolio, value $7,273,640.

    13F-HR 0000933429-25-000028 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 21,841 shares
    Change vs previous 13F -741 shares

    0.11% of the 13F portfolio, value $6,966,842.

    13F-HR/A 0000933429-25-000025 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,582 shares
    Change vs previous 13F +724 shares

    0.1% of the 13F portfolio, value $6,075,687.

    13F-HR 0000933429-25-000006 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,858 shares
    Change vs previous 13F -275 shares

    0.1% of the 13F portfolio, value $6,487,236.

    13F-HR 0000933429-25-000005 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,133 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,002,469.

    13F-HR 0000933429-24-000017 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).