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Everence Capital Management’s UMB Financial UMBF Stock Holding History

Everence Capital Management’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$262K Hold
2,320
– – 0.02% 647
2025
Q4 		$267K Hold
2,320
– – 0.02% 643
2025
Q3 		$275K Hold
2,320
– – 0.02% 644
2025
Q2 		$244K Buy
+2,320
New +$231K 0.02% 669

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Everence Capital Management's UMBF Position: Q1 2026 in Review

Everence Capital Management held its UMB Financial (UMBF) position steady in Q1 2026 at 2,320 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #647.

Everence Capital Management first reported a position in UMBF in Q2 2025 and has held it in 4 quarters since. The position peaked at $275K in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Everence Capital Management held 2,320 shares of UMB Financial worth $262K as of Q1 2026.
  • Everence Capital Management left its UMB Financial share count unchanged in Q1 2026.
  • UMB Financial made up 0.02% of Everence Capital Management's portfolio in Q1 2026, its #647 holding.
  • Everence Capital Management first reported a position in UMB Financial in Q2 2025 and has held it in 4 quarters since.
  • Everence Capital Management's UMB Financial position peaked at $275K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.