UMB Bank
EFOR icon

UMB Bank’s Everforth Inc EFOR Stock Holding History

UMB Bank’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.4K Sell
190
-677
-78% -$16.5K ﹤0.01% 2143
2026
Q1 		$33.6K Buy
867
+435
+101% +$19.4K ﹤0.01% 1412
2025
Q4 		$20.8K Sell
432
-543
-56% -$25K ﹤0.01% 1549
2025
Q3 		$46.2K Buy
975
+345
+55% +$17.6K ﹤0.01% 1184
2025
Q2 		$31.5K Buy
630
+81
+15% +$4.42K ﹤0.01% 1252
2025
Q1 		$34.6K Buy
549
+387
+239% +$29.8K ﹤0.01% 1188
2024
Q4 		$13.5K Buy
162
+93
+135% +$8.49K ﹤0.01% 1384
2024
Q3 		$6.43K Buy
69
+57
+475% +$5.29K ﹤0.01% 1643
2024
Q2 		$1.06K Sell
12
-4
-25% -$382 ﹤0.01% 1960
2024
Q1 		$1.68K Buy
+16
New +$1.55K ﹤0.01% 1582
2022
Q4 		– Sell
-23
Closed -$2K – 1706
2022
Q3 		$2K Sell
23
-22
-49% -$2.13K ﹤0.01% 1583
2022
Q2 		$4K Buy
45
+20
+80% +$2.05K ﹤0.01% 1605
2022
Q1 		$3K Hold
25
– – ﹤0.01% 1734
2021
Q4 		$3K Buy
+25
New +$3.06K ﹤0.01% 1724

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UMB Bank's EFOR Position: Q2 2026 in Review

UMB Bank reduced its Everforth Inc (EFOR) stake by 78% in Q2 2026, selling an estimated $16.5K and leaving 190 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

UMB Bank first reported a position in EFOR in Q4 2021 and has held it in 14 quarters since. The position peaked at $46.2K in Q3 2025. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • UMB Bank held 190 shares of Everforth Inc worth $3.4K as of Q2 2026.
  • UMB Bank sold 677 Everforth Inc shares in Q2 2026, an estimated $16.5K.
  • Everforth Inc made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2143 holding.
  • UMB Bank first reported a position in Everforth Inc in Q4 2021 and has held it in 14 quarters since.
  • UMB Bank's Everforth Inc position peaked at $46.2K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

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