UB
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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
Q2 		$25.4K Buy
305
+8
+3% +$665 ﹤0.01% 1588
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UMB Bank's PLUS Position: Q2 2026 in Review

UMB Bank increased its ePlus (PLUS) stake by 2.7% in Q2 2026, buying an estimated $665 and bringing the position to 305 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

UMB Bank first reported a position in PLUS in Q1 2016 and has held it in 15 quarters since. The position peaked at $540K in Q1 2017. 290 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • UMB Bank held 305 shares of ePlus worth $25.4K as of Q2 2026.
  • UMB Bank bought 8 ePlus shares in Q2 2026, an estimated $665.
  • ePlus made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1588 holding.
  • UMB Bank first reported a position in ePlus in Q1 2016 and has held it in 15 quarters since.
  • UMB Bank's ePlus position peaked at $540K in Q1 2017.
  • 290 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.