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
Q2 		– Sell
-34,391
Closed -$3.88M – 2527
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 $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Verition Fund Management's UMBF Position: Q2 2026 in Review

Verition Fund Management sold out of UMB Financial (UMBF) in Q2 2026, closing a stake of 34,391 shares — an estimated $3.88M sold.

Verition Fund Management first reported a position in UMBF in Q4 2016 and held it in 11 quarters. The position peaked at $15.4M in Q4 2025. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Verition Fund Management reported no remaining UMB Financial position as of Q2 2026 after selling out during the quarter.
  • Verition Fund Management sold 34,391 UMB Financial shares in Q2 2026, an estimated $3.88M.
  • Verition Fund Management first reported a position in UMB Financial in Q4 2016 and held it in 11 quarters.
  • Verition Fund Management's UMB Financial position peaked at $15.4M in Q4 2025.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Verition Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.