UMB Bank
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UMB Bank’s CVR Energy CVI Stock Holding History

UMB Bank’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.2K Buy
338
+8
+2% +$315 ﹤0.01% 1700
2026
Q2 		$9.09K Buy
330
+5
+2% +$159 ﹤0.01% 1953
2026
Q1 		$10.9K Buy
325
+121
+59% +$3.11K ﹤0.01% 1821
2025
Q4 		$5.19K Sell
204
-49
-19% -$1.67K ﹤0.01% 2009
2025
Q3 		$9.23K Buy
253
+65
+35% +$1.95K ﹤0.01% 1703
2025
Q2 		$5.05K Sell
188
-47
-20% -$1.03K ﹤0.01% 1817
2025
Q1 		$4.56K Buy
235
+162
+222% +$3.16K ﹤0.01% 1787
2024
Q4 		$1.37K Sell
73
-32
-30% -$647 ﹤0.01% 1982
2024
Q3 		$2.42K Buy
105
+69
+192% +$1.71K ﹤0.01% 1940
2024
Q2 		$964 Buy
36
+20
+125% +$608 ﹤0.01% 1980
2024
Q1 		$571 Buy
+16
New +$531 ﹤0.01% 1944

Other funds holding CVI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

UMB Bank's CVI Position: Q3 2026 in Review

UMB Bank increased its CVR Energy (CVI) stake by 2.4% in Q3 2026, buying an estimated $315 and bringing the position to 338 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

UMB Bank first reported a position in CVI in Q1 2024 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold CVI as of Q3 2026.

  • UMB Bank held 338 shares of CVR Energy worth $17.2K as of Q3 2026.
  • UMB Bank bought 8 CVR Energy shares in Q3 2026, an estimated $315.
  • CVR Energy made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1700 holding.
  • UMB Bank first reported a position in CVR Energy in Q1 2024 and has held it in 11 quarters since.
  • 110 funds tracked by Wall St. Rank held CVR Energy as of Q3 2026.

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