UMB Bank
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UMB Bank’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

UMB Bank’s Portfolio SEIX Stock Details SEIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Hold
45,805
– – 0.01% 353
2026
Q1 		$1.06M Hold
45,805
– – 0.01% 347
2025
Q4 		$1.07M Hold
45,805
– – 0.01% 348
2025
Q3 		$1.08M Hold
45,805
– – 0.02% 316
2025
Q2 		$1.08M Hold
45,805
– – 0.02% 312
2025
Q1 		$1.08M Hold
45,805
– – 0.02% 315
2024
Q4 		$1.1M Buy
+45,805
New +$1.1M 0.02% 305

Other funds holding SEIX

Destiny Wealth Partners
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Virtus Fixed Income Advisers
Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Navis Wealth Advisors
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Illumine Investment Management
Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return

UMB Bank's SEIX Position: Q2 2026 in Review

UMB Bank held its Virtus SEIX Senior Loan ETF (SEIX) position steady in Q2 2026 at 45,805 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #353.

UMB Bank first reported a position in SEIX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2024. 70 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • UMB Bank held 45,805 shares of Virtus SEIX Senior Loan ETF worth $1.06M as of Q2 2026.
  • UMB Bank left its Virtus SEIX Senior Loan ETF share count unchanged in Q2 2026.
  • Virtus SEIX Senior Loan ETF made up 0.01% of UMB Bank's portfolio in Q2 2026, its #353 holding.
  • UMB Bank first reported a position in Virtus SEIX Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
  • UMB Bank's Virtus SEIX Senior Loan ETF position peaked at $1.1M in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

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