UMB Bank
CVBF icon

UMB Bank’s CVB Financial CVBF Stock Holding History

UMB Bank’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$36.6K Buy
1,692
+22
+1% +$496 ﹤0.01% 1421
2026
Q2 		$37.7K Buy
1,670
+59
+4% +$1.21K ﹤0.01% 1436
2026
Q1 		$31.2K Buy
1,611
+40
+3% +$787 ﹤0.01% 1445
2025
Q4 		$29.2K Buy
1,571
+172
+12% +$3.29K ﹤0.01% 1432
2025
Q3 		$26.5K Buy
1,399
+171
+14% +$3.4K ﹤0.01% 1356
2025
Q2 		$24.3K Sell
1,228
-92
-7% -$1.71K ﹤0.01% 1324
2025
Q1 		$24.4K Buy
1,320
+231
+21% +$4.6K ﹤0.01% 1278
2024
Q4 		$23.3K Hold
1,089
– – ﹤0.01% 1189
2024
Q3 		$19.4K Sell
1,089
-89
-8% -$1.59K ﹤0.01% 1245
2024
Q2 		$20.3K Buy
1,178
+24
+2% +$400 ﹤0.01% 1064
2024
Q1 		$20.6K Buy
1,154
+52
+5% +$923 ﹤0.01% 1071
2023
Q4 		$22.2K Hold
1,102
– – ﹤0.01% 1032
2023
Q3 		$18.3K Hold
1,102
– – ﹤0.01% 1109
2023
Q2 		$14.6K Buy
+1,102
New +$15.2K ﹤0.01% 1183

Other funds holding CVBF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

UMB Bank's CVBF Position: Q3 2026 in Review

UMB Bank increased its CVB Financial (CVBF) stake by 1.3% in Q3 2026, buying an estimated $496 and bringing the position to 1,692 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

UMB Bank first reported a position in CVBF in Q2 2023 and has held it in 14 quarters since. The position peaked at $37.7K in Q2 2026. 177 funds tracked by Wall St. Rank hold CVBF as of Q3 2026.

  • UMB Bank held 1,692 shares of CVB Financial worth $36.6K as of Q3 2026.
  • UMB Bank bought 22 CVB Financial shares in Q3 2026, an estimated $496.
  • CVB Financial made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1421 holding.
  • UMB Bank first reported a position in CVB Financial in Q2 2023 and has held it in 14 quarters since.
  • UMB Bank's CVB Financial position peaked at $37.7K in Q2 2026.
  • 177 funds tracked by Wall St. Rank held CVB Financial as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.