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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

UMB Bank's EFOR Position: Q1 2026 in Review

UMB Bank increased its Everforth Inc (EFOR) stake by 101% in Q1 2026, buying an estimated $19.4K and bringing the position to 867 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

UMB Bank first reported a position in EFOR in Q4 2021 and has held it in 13 quarters since. The position peaked at $46.2K in Q3 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

UMB Bank held 867 shares of Everforth Inc worth $33.6K as of Q1 2026.
UMB Bank bought 435 Everforth Inc shares in Q1 2026, an estimated $19.4K.
Everforth Inc made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1412 holding.
UMB Bank first reported a position in Everforth Inc in Q4 2021 and has held it in 13 quarters since.
UMB Bank's Everforth Inc position peaked at $46.2K in Q3 2025.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.