UMB Bank’s DoubleVerify DV Stock Holding History

UMB Bank’s Portfolio DV Stock Details DV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.3K	Buy	3,189 +432	+16%	+$4.42K	﹤0.01%	1455
2025 Q4	$31.5K	Buy	2,757 +1,528	+124%	+$16.9K	﹤0.01%	1403
2025 Q3	$14.7K	Buy	1,229 +786	+177%	+$11.7K	﹤0.01%	1540
2025 Q2	$6.63K	Sell	443 -276	-38%	-$3.78K	﹤0.01%	1741
2025 Q1	$9.61K	Buy	719 +419	+140%	+$7.76K	﹤0.01%	1561
2024 Q4	$5.76K	Sell	300 -21	-7%	-$396	﹤0.01%	1659
2024 Q3	$5.41K	Buy	321 +148	+86%	+$2.82K	﹤0.01%	1704
2024 Q2	$3.37K	Buy	173 +111	+179%	+$2.68K	﹤0.01%	1576
2024 Q1	$2.18K	Buy	+62	New	+$2.31K	﹤0.01%	1516
2022 Q1	–	Sell	-200	Closed	-$7K	–	2000
2021 Q4	$7K	Buy	+200	New	+$6.67K	﹤0.01%	1533

Other funds holding DV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return