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Disclosery

UMB Bank, n.a.: WFC position timeline

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

UMB Bank, n.a. held 147,245 WFC 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 147,245 shares
    Change vs previous 13F -3,640 shares

    0.15% of the 13F portfolio, value $12,168,326.

    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 150,885 shares
    Change vs previous 13F -4,102 shares

    0.17% of the 13F portfolio, value $12,011,954.

    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 154,987 shares
    Change vs previous 13F +16,125 shares

    0.19% of the 13F portfolio, value $14,444,788.

    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 138,862 shares
    Change vs previous 13F +47,946 shares

    0.17% of the 13F portfolio, value $11,639,412.

    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 90,916 shares
    Change vs previous 13F -3,124 shares

    0.11% of the 13F portfolio, value $7,284,190.

    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 94,040 shares
    Change vs previous 13F +327 shares

    0.11% of the 13F portfolio, value $6,751,131.

    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 93,713 shares
    Change vs previous 13F -202 shares

    0.1% of the 13F portfolio, value $6,582,401.

    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 93,915 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,305,258.

    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).