VCA
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Verdence Capital Advisors’s UMB Financial UMBF Stock Holding History

Verdence Capital Advisors’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,342
Closed -$500K – 747
2025
Q4 		$500K Buy
4,342
+252
+6% +$28.5K 0.03% 431
2025
Q3 		$460K Buy
+4,090
New +$471K 0.03% 478

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Verdence Capital Advisors's UMBF Position: Q1 2026 in Review

Verdence Capital Advisors sold out of UMB Financial (UMBF) in Q1 2026, closing a stake of 4,342 shares — an estimated $500K sold.

Verdence Capital Advisors first reported a position in UMBF in Q3 2025 and held it in 2 quarters. The position peaked at $500K in Q4 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Verdence Capital Advisors reported no remaining UMB Financial position as of Q1 2026 after selling out during the quarter.
  • Verdence Capital Advisors sold 4,342 UMB Financial shares in Q1 2026, an estimated $500K.
  • Verdence Capital Advisors first reported a position in UMB Financial in Q3 2025 and held it in 2 quarters.
  • Verdence Capital Advisors's UMB Financial position peaked at $500K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.