UB
NVEE

UMB Bank’s NV5 Global NVEE Stock Holding History

UMB Bank’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-630
Closed -$14.5K – 2180
2025
Q2 		$14.5K Sell
630
-347
-36% -$6.95K ﹤0.01% 1479
2025
Q1 		$18.8K Buy
977
+23
+2% +$421 ﹤0.01% 1343
2024
Q4 		$18K Buy
954
+430
+82% +$9.43K ﹤0.01% 1299
2024
Q3 		$12.2K Buy
524
+64
+14% +$1.52K ﹤0.01% 1408
2024
Q2 		$10.7K Sell
460
-8
-2% -$187 ﹤0.01% 1254
2024
Q1 		$11.5K Buy
468
+32
+7% +$831 ﹤0.01% 1248
2023
Q4 		$12.1K Buy
+436
New +$11.1K ﹤0.01% 1238
2022
Q4 		– Sell
-332
Closed -$10K – 1798
2022
Q3 		$10K Sell
332
-228
-41% -$7.45K ﹤0.01% 1317
2022
Q2 		$16K Hold
560
– – ﹤0.01% 1258
2022
Q1 		$19K Hold
560
– – ﹤0.01% 1274
2021
Q4 		$19K Buy
+560
New +$16.1K ﹤0.01% 1293

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UMB Bank's NVEE Position: Q3 2025 in Review

UMB Bank sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 630 shares — an estimated $14.5K sold.

UMB Bank first reported a position in NVEE in Q4 2021 and held it in 11 quarters. The position peaked at $19K in Q1 2022. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • UMB Bank reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • UMB Bank sold 630 NV5 Global shares in Q3 2025, an estimated $14.5K.
  • UMB Bank first reported a position in NV5 Global in Q4 2021 and held it in 11 quarters.
  • UMB Bank's NV5 Global position peaked at $19K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on UMB Bank's 13F filing for Q3 2025, filed 4 Nov 2025.