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UMB Bank’s Everest Group EG Stock Holding History

UMB Bank’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$64.3K Sell
180
-22
-11% -$7.53K ﹤0.01% 1218
2026
Q1 		$66K Buy
202
+52
+35% +$17.1K ﹤0.01% 1146
2025
Q4 		$50.9K Buy
150
+43
+40% +$14.2K ﹤0.01% 1247
2025
Q3 		$37.5K Buy
107
+48
+81% +$16.2K ﹤0.01% 1244
2025
Q2 		$20.1K Sell
59
-2
-3% -$690 ﹤0.01% 1377
2025
Q1 		$22.2K Buy
61
+31
+103% +$11K ﹤0.01% 1297
2024
Q4 		$10.9K Sell
30
-35
-54% -$13.1K ﹤0.01% 1444
2024
Q3 		$25.5K Buy
65
+6
+10% +$2.29K ﹤0.01% 1119
2024
Q2 		$22.5K Buy
+59
New +$22.3K ﹤0.01% 1028
2023
Q1 		– Sell
-1
Closed – – 1728
2022
Q4 		$0 Buy
+1
New +$312 ﹤0.01% 1745

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

UMB Bank's EG Position: Q2 2026 in Review

UMB Bank reduced its Everest Group (EG) stake by 11% in Q2 2026, selling an estimated $7.53K and leaving 180 shares worth $64.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

UMB Bank first reported a position in EG in Q4 2022 and has held it in 10 quarters since. The position peaked at $66K in Q1 2026. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • UMB Bank held 180 shares of Everest Group worth $64.3K as of Q2 2026.
  • UMB Bank sold 22 Everest Group shares in Q2 2026, an estimated $7.53K.
  • Everest Group made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1218 holding.
  • UMB Bank first reported a position in Everest Group in Q4 2022 and has held it in 10 quarters since.
  • UMB Bank's Everest Group position peaked at $66K in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

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