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UMB Bank, n.a.

Portfolio Manager
UMB Bank, n.a.
Performance
-6.04% (2026 Q1)
AUM (13F)
$7.16B
# of Holdings
2284
Performance Rank
Allocation (Top 20)
47.24%

UMB Bank, n.a. Holdings Map

Top 50 UMB Bank, n.a. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
UMBF
UMB FINL CORP
7.44%4.72M$532.8M
-1.79%(-86.25K)
2025-Q1: 4.40M shares2025-Q2: 4.35M shares2025-Q3: 4.32M shares2025-Q4: 4.81M shares2026-Q1: 4.72M shares
$104.76(+37.26%)
2026-03-31
IVV
ISHARES TR
6.57%720.8K$470.8M
+4.49%(+30.97K)
2025-Q1: 613.0K shares2025-Q2: 661.4K shares2025-Q3: 655.4K shares2025-Q4: 689.8K shares2026-Q1: 720.8K shares
$277.34(+169.86%)
2026-03-31
AAPL
APPLE INC
4.29%1.21M$307.3M
-1.32%(-16.21K)
2025-Q1: 1.32M shares2025-Q2: 1.21M shares2025-Q3: 1.19M shares2025-Q4: 1.23M shares2026-Q1: 1.21M shares
$116.95(+163.90%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.24%1.33M$232.0M
-0.63%(-8.45K)
2025-Q1: 1.40M shares2025-Q2: 1.38M shares2025-Q3: 1.37M shares2025-Q4: 1.34M shares2026-Q1: 1.33M shares
$28.60(+581.31%)
2026-03-31
GOOGL
ALPHABET INC
2.89%719.5K$206.9M
-1.40%(-10.19K)
2025-Q1: 779.4K shares2025-Q2: 712.8K shares2025-Q3: 702.8K shares2025-Q4: 729.7K shares2026-Q1: 719.5K shares
$88.04(+308.81%)
2026-03-31
MSFT
MICROSOFT CORP
2.67%516.6K$191.2M
-0.89%(-4.63K)
2025-Q1: 510.9K shares2025-Q2: 501.6K shares2025-Q3: 496.8K shares2025-Q4: 521.2K shares2026-Q1: 516.6K shares
$137.85(+183.28%)
2026-03-31
AMZN
AMAZON COM INC
2.12%729.7K$152.0M
+7.45%(+50.61K)
2025-Q1: 711.2K shares2025-Q2: 666.9K shares2025-Q3: 661.1K shares2025-Q4: 679.1K shares2026-Q1: 729.7K shares
$95.29(+154.67%)
2026-03-31
AVGO
BROADCOM INC
2.05%473.6K$146.6M
-5.27%(-26.35K)
2025-Q1: 493.6K shares2025-Q2: 484.2K shares2025-Q3: 479.9K shares2025-Q4: 499.9K shares2026-Q1: 473.6K shares
$53.57(+572.85%)
2026-03-31
JPM
JPMORGAN CHASE & CO
1.8%437.6K$128.7M
-1.50%(-6.68K)
2025-Q1: 434.3K shares2025-Q2: 423.0K shares2025-Q3: 418.8K shares2025-Q4: 444.3K shares2026-Q1: 437.6K shares
$93.14(+259.12%)
2026-03-31
IEFA
ISHARES TR
1.72%1.36M$123.1M
+5.62%(+72.40K)
2025-Q1: 1.24M shares2025-Q2: 1.27M shares2025-Q3: 1.31M shares2025-Q4: 1.29M shares2026-Q1: 1.36M shares
$64.22(+51.51%)
2026-03-31

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