UB
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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 $5.7T AUM 30.48% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return