UB
ACH

UMB Bank’s Accendra Health ACH Stock Holding History

UMB Bank’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-211
Closed -$1.92K – 2182
2025
Q2 		$1.92K Buy
211
+74
+54% +$545 ﹤0.01% 2010
2025
Q1 		$1.24K Sell
137
-95
-41% -$1K ﹤0.01% 2023
2024
Q4 		$3.03K Buy
232
+46
+25% +$613 ﹤0.01% 1851
2024
Q3 		$2.92K Buy
186
+87
+88% +$1.32K ﹤0.01% 1884
2024
Q2 		$1.34K Buy
99
+67
+209% +$1.37K ﹤0.01% 1900
2024
Q1 		$887 Buy
+32
New +$711 ﹤0.01% 1821

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UMB Bank's ACH Position: Q3 2025 in Review

UMB Bank sold out of Accendra Health (ACH) in Q3 2025, closing a stake of 211 shares — an estimated $1.92K sold.

UMB Bank first reported a position in ACH in Q1 2024 and held it in 6 quarters. The position peaked at $3.03K in Q4 2024. 202 funds tracked by Wall St. Rank hold ACH as of Q3 2025.

  • UMB Bank reported no remaining Accendra Health position as of Q3 2025 after selling out during the quarter.
  • UMB Bank sold 211 Accendra Health shares in Q3 2025, an estimated $1.92K.
  • UMB Bank first reported a position in Accendra Health in Q1 2024 and held it in 6 quarters.
  • UMB Bank's Accendra Health position peaked at $3.03K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held Accendra Health as of Q3 2025.

Based on UMB Bank's 13F filing for Q3 2025, filed 4 Nov 2025.