Verition Fund Management
UMBF icon

Verition Fund Management’s UMB Financial UMBF Stock Holding History

Verition Fund Management’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 		$3.88M Sell
34,391
-99,608
-74% -$12M 0.03% 693
2025
Q4 		$15.4M Buy
+133,999
New +$15.2M 0.06% 274
2025
Q3 		– Sell
-74,891
Closed -$7.88M – 4006
2025
Q2 		$7.88M Sell
74,891
-3,754
-5% -$374K 0.04% 685
2025
Q1 		$7.95M Buy
78,645
+46,171
+142% +$5.09M 0.04% 565
2024
Q4 		$3.67M Buy
+32,474
New +$3.76M 0.01% 1118
2023
Q2 		– Sell
-4,497
Closed -$260K – 2566
2023
Q1 		$260K Buy
+4,497
New +$365K ﹤0.01% 1605
2022
Q4 		– Sell
-7,320
Closed -$617K – 2755
2022
Q3 		$617K Buy
+7,320
New +$662K 0.01% 1744
2021
Q4 		– Sell
-5,001
Closed -$484K – 2811
2021
Q3 		$484K Buy
5,001
+699
+16% +$63.8K ﹤0.01% 1241
2021
Q2 		$400K Buy
+4,302
New +$409K ﹤0.01% 1202
2018
Q2 		– Sell
-4,031
Closed -$292K – 1330
2018
Q1 		$292K Buy
+4,031
New +$302K 0.02% 833
2017
Q1 		– Sell
-2,715
Closed -$209K – 1472
2016
Q4 		$209K Buy
+2,715
New +$189K 0.02% 1020

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

Verition Fund Management's UMBF Position: Q1 2026 in Review

Verition Fund Management reduced its UMB Financial (UMBF) stake by 74% in Q1 2026, selling an estimated $12M and leaving 34,391 shares worth $3.88M. The position accounts for 0.03% of the portfolio, ranked #693.

Verition Fund Management first reported a position in UMBF in Q4 2016 and has held it in 11 quarters since. The position peaked at $15.4M in Q4 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Verition Fund Management held 34,391 shares of UMB Financial worth $3.88M as of Q1 2026.
  • Verition Fund Management sold 99,608 UMB Financial shares in Q1 2026, an estimated $12M.
  • UMB Financial made up 0.03% of Verition Fund Management's portfolio in Q1 2026, its #693 holding.
  • Verition Fund Management first reported a position in UMB Financial in Q4 2016 and has held it in 11 quarters since.
  • Verition Fund Management's UMB Financial position peaked at $15.4M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.