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UMB Bank’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

UMB Bank’s Portfolio BSVO Stock Details BSVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Sell
49,293
-26,697
-35% -$736K 0.02% 311
2026
Q1 		$1.93M Buy
+75,990
New +$1.92M 0.03% 275

Other funds holding BSVO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SIMC
Squire Investment Management Company Orem, Utah $415M AUM 26.07% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $383M AUM 27.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

UMB Bank's BSVO Position: Q2 2026 in Review

UMB Bank reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 35% in Q2 2026, selling an estimated $736K and leaving 49,293 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #311.

UMB Bank first reported a position in BSVO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.93M in Q1 2026. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • UMB Bank held 49,293 shares of EA Bridgeway Omni Small-Cap Value ETF worth $1.44M as of Q2 2026.
  • UMB Bank sold 26,697 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $736K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.02% of UMB Bank's portfolio in Q2 2026, its #311 holding.
  • UMB Bank first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • UMB Bank's EA Bridgeway Omni Small-Cap Value ETF position peaked at $1.93M in Q1 2026.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.