UMB Bank’s ePlus PLUS Stock Holding History

UMB Bank’s Portfolio PLUS Stock Details PLUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.4K	Sell	297 -22	-7%	-$1.8K	﹤0.01%	1557
2025 Q4	$28K	Buy	319 +18	+6%	+$1.49K	﹤0.01%	1443
2025 Q3	$21.4K	Buy	301 +226	+301%	+$15.9K	﹤0.01%	1424
2025 Q2	$5.41K	Sell	75 -48	-39%	-$3.16K	﹤0.01%	1804
2025 Q1	$7.51K	Buy	123 +86	+232%	+$6.08K	﹤0.01%	1640
2024 Q4	$2.73K	Sell	37 -23	-38%	-$2.01K	﹤0.01%	1874
2024 Q3	$5.9K	Buy	60 +29	+94%	+$2.55K	﹤0.01%	1669
2024 Q2	$2.28K	Buy	31 +19	+158%	+$1.45K	﹤0.01%	1725
2024 Q1	$942	Buy	+12	New	+$934	﹤0.01%	1801
2017 Q2	–	Sell	-16,000	Closed	-$540K	–	334
2017 Q1	$540K	Hold	16,000	–	–	0.02%	232
2016 Q4	$461K	Hold	16,000	–	–	0.02%	241
2016 Q3	$378K	Hold	16,000	–	–	0.02%	265
2016 Q2	$327K	Hold	16,000	–	–	0.01%	271
2016 Q1	$322K	Buy	+16,000	New	+$330K	0.01%	272

Other funds holding PLUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

UMB Bank's PLUS Position: Q1 2026 in Review

UMB Bank reduced its ePlus (PLUS) stake by 6.9% in Q1 2026, selling an estimated $1.8K and leaving 297 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

UMB Bank first reported a position in PLUS in Q1 2016 and has held it in 14 quarters since. The position peaked at $540K in Q1 2017. 281 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

UMB Bank held 297 shares of ePlus worth $22.4K as of Q1 2026.
UMB Bank sold 22 ePlus shares in Q1 2026, an estimated $1.8K.
ePlus made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1557 holding.
UMB Bank first reported a position in ePlus in Q1 2016 and has held it in 14 quarters since.
UMB Bank's ePlus position peaked at $540K in Q1 2017.
281 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

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