UB
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UMB Bank’s Virtus Investment Partners VRTS Stock Holding History

UMB Bank’s Portfolio VRTS Stock Details VRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.4K Buy
85
+3
+4% +$443 ﹤0.01% 1812
2025
Q4 		$13.4K Buy
82
+11
+15% +$1.86K ﹤0.01% 1706
2025
Q3 		$13.5K Buy
71
+5
+8% +$984 ﹤0.01% 1564
2025
Q2 		$12K Buy
66
+31
+89% +$5.16K ﹤0.01% 1543
2025
Q1 		$6.03K Sell
35
-7
-17% -$1.34K ﹤0.01% 1705
2024
Q4 		$9.27K Buy
42
+10
+31% +$2.28K ﹤0.01% 1495
2024
Q3 		$6.7K Buy
32
+18
+129% +$3.85K ﹤0.01% 1631
2024
Q2 		$3.16K Sell
14
-4
-22% -$910 ﹤0.01% 1605
2024
Q1 		$4.46K Buy
+18
New +$4.26K ﹤0.01% 1395

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UMB Bank's VRTS Position: Q1 2026 in Review

UMB Bank increased its Virtus Investment Partners (VRTS) stake by 3.7% in Q1 2026, buying an estimated $443 and bringing the position to 85 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

UMB Bank first reported a position in VRTS in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.5K in Q3 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • UMB Bank held 85 shares of Virtus Investment Partners worth $11.4K as of Q1 2026.
  • UMB Bank bought 3 Virtus Investment Partners shares in Q1 2026, an estimated $443.
  • Virtus Investment Partners made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1812 holding.
  • UMB Bank first reported a position in Virtus Investment Partners in Q1 2024 and has held it in 9 quarters since.
  • UMB Bank's Virtus Investment Partners position peaked at $13.5K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

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