UB
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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
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% +$3.17K ﹤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

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UMB Bank's CVI Position: Q2 2026 in Review

UMB Bank increased its CVR Energy (CVI) stake by 1.5% in Q2 2026, buying an estimated $159 and bringing the position to 330 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

UMB Bank first reported a position in CVI in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.9K in Q1 2026. 224 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • UMB Bank held 330 shares of CVR Energy worth $9.09K as of Q2 2026.
  • UMB Bank bought 5 CVR Energy shares in Q2 2026, an estimated $159.
  • CVR Energy made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1953 holding.
  • UMB Bank first reported a position in CVR Energy in Q1 2024 and has held it in 10 quarters since.
  • UMB Bank's CVR Energy position peaked at $10.9K in Q1 2026.
  • 224 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

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