UB
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UMB Bank's EG Position: Q1 2026 in Review

UMB Bank increased its Everest Group (EG) stake by 35% in Q1 2026, buying an estimated $17.1K and bringing the position to 202 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

UMB Bank first reported a position in EG in Q4 2022 and has held it in 9 quarters since. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • UMB Bank held 202 shares of Everest Group worth $66K as of Q1 2026.
  • UMB Bank bought 52 Everest Group shares in Q1 2026, an estimated $17.1K.
  • Everest Group made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1146 holding.
  • UMB Bank first reported a position in Everest Group in Q4 2022 and has held it in 9 quarters since.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

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