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UMB Bank’s i3 Verticals IIIV Stock Holding History

UMB Bank’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-216
Closed -$5.44K – 2322
2025
Q4 		$5.44K Sell
216
-292
-57% -$8.22K ﹤0.01% 1998
2025
Q3 		$16.5K Sell
508
-58
-10% -$1.75K ﹤0.01% 1511
2025
Q2 		$15.6K Buy
566
+25
+5% +$627 ﹤0.01% 1460
2025
Q1 		$13.3K Buy
541
+124
+30% +$3.14K ﹤0.01% 1446
2024
Q4 		$9.61K Hold
417
– – ﹤0.01% 1483
2024
Q3 		$8.89K Sell
417
-22
-5% -$493 ﹤0.01% 1528
2024
Q2 		$9.69K Sell
439
-33
-7% -$696 ﹤0.01% 1275
2024
Q1 		$10.8K Hold
472
– – ﹤0.01% 1263
2023
Q4 		$9.99K Hold
472
– – ﹤0.01% 1293
2023
Q3 		$9.98K Hold
472
– – ﹤0.01% 1292
2023
Q2 		$10.8K Sell
472
-1
-0.2% -$23 ﹤0.01% 1284
2023
Q1 		$11.6K Hold
473
– – ﹤0.01% 1243
2022
Q4 		$12K Sell
473
-29
-6% -$654 ﹤0.01% 1245
2022
Q3 		$10K Sell
502
-282
-36% -$6.87K ﹤0.01% 1307
2022
Q2 		$20K Buy
+784
New +$19.8K ﹤0.01% 1178

Other funds holding IIIV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

UMB Bank's IIIV Position: Q1 2026 in Review

UMB Bank sold out of i3 Verticals (IIIV) in Q1 2026, closing a stake of 216 shares — an estimated $5.44K sold.

UMB Bank first reported a position in IIIV in Q2 2022 and held it in 15 quarters. The position peaked at $20K in Q2 2022. 145 funds tracked by Wall St. Rank hold IIIV as of Q1 2026.

  • UMB Bank reported no remaining i3 Verticals position as of Q1 2026 after selling out during the quarter.
  • UMB Bank sold 216 i3 Verticals shares in Q1 2026, an estimated $5.44K.
  • UMB Bank first reported a position in i3 Verticals in Q2 2022 and held it in 15 quarters.
  • UMB Bank's i3 Verticals position peaked at $20K in Q2 2022.
  • 145 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2026.

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