UMB Bank, n.a.
Confidential treatment requested — holdings omitted from public disclosure
Sector Allocation
- Other27.9%$2.2B
- Technology24.0%$1.9B
- Financials20.2%$1.6B
- Consumer Discretionary6.6%$521.3M
- Healthcare5.6%$441.3M
- Industrials5.5%$432.3M
- Consumer Staples3.8%$297.3M
- Energy2.2%$171.2M
- Utilities1.4%$108.2M
- Materials1.2%$96.7M
AUM History
13fpro.ai/research/fund/umb-bank-n-a-933429
Conviction and streaks
Concentrating · top 10 = 36.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
UMBF
$667.4M- ISHARES$541.6M
AAPL
$335.9MNVDA
$263.3MGOOGL
$252.1MMSFT
$191.1MAVGO
$176.5MAMZN
$172.0M- ISHARES$133.7M
- ISHARES$131.9M
JPM
$127.4M- ISHARES$111.7M
BRK.A
$108.6MPGR
$94.3MJNJ
$92.8MLLY
$91.8M- VANGUARD$85.8M
COST
$81.6MBRK.B
$80.7M- VANGUARD$80.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/umb-bank-n-a-933429
UMB Bank, n.a. 13F holdings — Q2 2026
$7.9B portfolio (+10.2% QoQ) · 2,303 holdings · Q2 2026 13F · top 10 are 36% of the stock portfolio
$667.4M
8.4% of stocks
-1%This quarter-11.3%Since filed4+ qtrsHeld- 2
ISHARES TR - CORE S&P500 ETF
$541.6M
6.9% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— $335.9M
4.3% of stocks
-4%This quarter+13.7%Since filed4+ qtrsHeld$263.3M
3.3% of stocks
-1%This quarter-3.3%Since filed4+ qtrsHeld$252.1M
3.2% of stocks
-2%This quarter-7.9%Since filed4+ qtrsHeld$191.1M
2.4% of stocks
-0.9%This quarter+6.9%Since filed4+ qtrsHeld$176.5M
2.2% of stocks
-1%This quarter-18.1%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$172.0M
2.2% of stocks
-1%This quarter-4.5%Since filed4+ qtrsHeld- 9
ISHARES TR - CORE MSCI EAFE
$133.7M
1.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - CORE S&P MCP ETF
$131.9M
1.7% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — UMB Bank, n.a. (Q2 2026)
2,303 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $127.4M | 1.6% | 389K | -11% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | ISHARES TR - RUS MID CAP ETFetf/fund | — | $111.7M | 1.4% | 1.01M | +5% | — | — | 13F |
| 13 | BERKSHIRE HATHAWAY INC | Financials | $108.6M | 1.4% | 145 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | PROGRESSIVE CORP/OH/ | Financials | $94.3M | 1.2% | 432K | +0.1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JOHNSON & JOHNSON | Healthcare | $92.8M | 1.2% | 365K | -0.6% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ELI LILLY & Co | Healthcare | $91.8M | 1.2% | 77K | -2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $85.8M | 1.1% | 996K | +478% | — | — | 13F |
| 18 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $81.6M | 1.0% | 87K | -1% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | BERKSHIRE HATHAWAY INC | Financials | $80.7M | 1.0% | 161K | -2% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $80.5M | 1.0% | 369K | -3% | — | — | 13F |
| 21 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $77.5M | 1.0% | 523K | -5% | — | — | 13F |
| 22 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $74.8M | 0.9% | 494K | +3% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CATERPILLAR INC | Industrials | $72.5M | 0.9% | 68K | -1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Walmart Inc. | Consumer Staples | $69.7M | 0.9% | 616K | -2% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $68.6M | 0.9% | 963K | -0.5% | — | — | 13F |
| 26 | $META | Meta Platforms, Inc. | Technology | $67.4M | 0.8% | 120K | -0.7% | |||
| 27 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $65.2M | 0.8% | 902K | +4% | |||
| 28 | — | ISHARES TR - INTRM GOV CR ETF | — | $61.8M | 0.8% | 583K | -5% | |||
| 29 | $TSLA | Tesla, Inc. | Consumer Discretionary | $60.4M | 0.8% | 144K | -1% | |||
| 30 | — | ISHARES TR - RUSSELL 2000 ETF | — | $59.3M | 0.8% | 197K | +3% | |||
| 31 | $APH | AMPHENOL CORP /DE/ | Technology | $55.7M | 0.7% | 316K | -1% | |||
| 32 | $CVX | CHEVRON CORP | Energy | $54.5M | 0.7% | 329K | -13% | |||
| 33 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $53.9M | 0.7% | 394K | -1% | |||
| 34 | $GEV | GE Vernova Inc. | Industrials | $53.9M | 0.7% | 46K | +9% | |||
| 35 | $MA | Mastercard Inc | Financials | $52.4M | 0.7% | 102K | -6% | |||
| 36 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $51.1M | 0.7% | 145K | -10% | |||
| 37 | $ETN | Eaton Corp plc | Industrials | $50.2M | 0.6% | 118K | +5% | |||
| 38 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $49.5M | 0.6% | 85K | -0.2% | |||
| 39 | $V | VISA INC. | Financials | $48.1M | 0.6% | 140K | -7% | |||
| 40 | — | ISHARES INC - CORE MSCI EMKT | — | $47.5M | 0.6% | 573K | +9% | |||
| 41 | $GOOG | Alphabet Inc. | Technology | $46.3M | 0.6% | 131K | -1% | |||
| 42 | $TXN | TEXAS INSTRUMENTS INC | Technology | $44.0M | 0.6% | 148K | -2% | |||
| 43 | $LIN | LINDE PLC | Materials | $43.2M | 0.6% | 83K | -1% | |||
| 44 | $PANW | Palo Alto Networks Inc | Technology | $42.9M | 0.5% | 126K | -1% | |||
| 45 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $41.5M | 0.5% | 283K | -0.7% | |||
| 46 | $NEE | NEXTERA ENERGY INC | Utilities | $41.4M | 0.5% | 471K | +0.4% | |||
| 47 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $40.7M | 0.5% | 714K | -1% | |||
| 48 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $39.9M | 0.5% | 433K | -4% | |||
| 49 | $WELL | WELLTOWER INC. | Real Estate | $38.2M | 0.5% | 168K | -2% | |||
| 50 | $MU | MICRON TECHNOLOGY INC | Technology | $38.1M | 0.5% | 33K | +0.1% | |||
| 51 | — | ISHARES TR - EAFE VALUE ETF | — | $36.8M | 0.5% | 481K | -5% | |||
| 52 | $BLK | BlackRock, Inc. | Financials | $36.7M | 0.5% | 38K | -2% | |||
| 53 | $IVZ | Invesco Ltd. | Financials | $36.3M | 0.5% | 322K | +2% | |||
| 54 | — | DIMENSIONAL ETF TRUST - US CORE EQUITY 2 | — | $35.7M | 0.5% | 804K | -0.3% | |||
| 55 | $MCD | MCDONALDS CORP | Consumer Discretionary | $34.6M | 0.4% | 128K | -3% | |||
| 56 | — | ISHARES TR - EAFE GRWTH ETF | — | $33.8M | 0.4% | 271K | -4% | |||
| 57 | $MS | MORGAN STANLEY | Financials | $33.4M | 0.4% | 160K | -4% | |||
| 58 | $PH | Parker-Hannifin Corp | Industrials | $32.8M | 0.4% | 34K | -24% | |||
| 59 | $UNP | UNION PACIFIC CORP | Industrials | $31.8M | 0.4% | 117K | -0.4% | |||
| 60 | $ABBV | AbbVie Inc. | Healthcare | $30.3M | 0.4% | 121K | -1% | |||
| 61 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $30.3M | 0.4% | 508K | -3% | |||
| 62 | $KLAC | KLA CORP | Technology | $29.2M | 0.4% | 97K | +880% | |||
| 63 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $27.0M | 0.3% | 68K | +99% | |||
| 64 | $RTX | RTX Corp | Industrials | $26.4M | 0.3% | 139K | -16% | |||
| 65 | $ABT | ABBOTT LABORATORIES | Healthcare | $26.3M | 0.3% | 290K | -3% | |||
| 66 | $GE | GENERAL ELECTRIC CO | Industrials | $26.2M | 0.3% | 70K | -0.2% | |||
| 67 | — | ISHARES TR - RUS 1000 ETF | — | $25.7M | 0.3% | 63K | +6% | |||
| 68 | $LRCX | LAM RESEARCH CORP | Technology | $25.4M | 0.3% | 59K | -0.9% | |||
| 69 | $INTC | INTEL CORP | Technology | $24.8M | 0.3% | 178K | +247% | |||
| 70 | $MDT | Medtronic plc | Healthcare | $22.8M | 0.3% | 291K | -0.9% | |||
| 71 | $SPY | SPDR S&P 500 ETF TRUST | — | $22.7M | 0.3% | 30K | -0.0% | |||
| 72 | $KO | COCA COLA CO | Consumer Staples | $22.3M | 0.3% | 274K | -2% | |||
| 73 | $DUK | Duke Energy CORP | Utilities | $22.3M | 0.3% | 176K | -0.6% | |||
| 74 | $CSCO | CISCO SYSTEMS, INC. | Technology | $21.4M | 0.3% | 182K | -1% | |||
| 75 | — | ISHARES TR - S&P 500 GRWT ETF | — | $21.2M | 0.3% | 154K | -7% | |||
| 76 | — | VANECK ETF TRUST - INTRMDT MUNI ETF | — | $20.8M | 0.3% | 443K | -26% | |||
| 77 | $NFLX | NETFLIX INC | Communication Services | $20.5M | 0.3% | 286K | -3% | |||
| 78 | — | ISHARES TR - MSCI USA QLT FCT | — | $20.4M | 0.3% | 93K | -25% | |||
| 79 | $MRVL | Marvell Technology, Inc. | Technology | $20.2M | 0.3% | 68K | +38% | |||
| 80 | $NOW | ServiceNow, Inc. | Technology | $20.1M | 0.3% | 203K | +21% | |||
| 81 | $RF | REGIONS FINANCIAL CORP | Financials | $19.8M | 0.3% | 656K | -0.9% | |||
| 82 | $PLTR | Palantir Technologies Inc. | Technology | $18.8M | 0.2% | 161K | +51% | |||
| 83 | $ECL | ECOLAB INC. | Materials | $17.9M | 0.2% | 64K | -2% | |||
| 84 | $BNY | Bank of New York Mellon Corp | Financials | $17.5M | 0.2% | 121K | -1% | |||
| 85 | $IAU | ISHARES GOLD TRUST | Financials | $17.1M | 0.2% | 226K | -8% | |||
| 86 | $ROL | ROLLINS INC | Industrials | $17.1M | 0.2% | 409K | -2% | |||
| 87 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $17.0M | 0.2% | 34K | -3% | |||
| 88 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $16.7M | 0.2% | 110K | +0.8% | |||
| 89 | $CME | CME GROUP INC. | Financials | $16.1M | 0.2% | 73K | -1% | |||
| 90 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $16.0M | 0.2% | 43K | -11% | |||
| 91 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $15.9M | 0.2% | 43K | -0.9% | |||
| 92 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $15.8M | 0.2% | 65K | -5% | |||
| 93 | — | ISHARES TR - MSCI EAFE ETF | — | $15.7M | 0.2% | 151K | -5% | |||
| 94 | $AMGN | AMGEN INC | Healthcare | $15.2M | 0.2% | 42K | -1% | |||
| 95 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $14.4M | 0.2% | 424K | +3% | |||
| 96 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $14.2M | 0.2% | 39K | -5% | |||
| 97 | $ORCL | ORACLE CORP | Technology | $14.0M | 0.2% | 95K | -31% | |||
| 98 | $PSA | Public Storage | Real Estate | $13.8M | 0.2% | 43K | -0.4% | |||
| 99 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $13.5M | 0.2% | 107K | -0.9% | |||
| 100 | $APO | Apollo Global Management, Inc. | Financials | $13.4M | 0.2% | 113K | -0.7% | |||
| 101 | $CBSH | COMMERCE BANCSHARES INC /MO/ | Financials | $13.4M | 0.2% | 232K | -2% | |||
| 102 | $MRK | Merck & Co., Inc. | Healthcare | $13.3M | 0.2% | 104K | -0.9% | |||
| 103 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $13.0M | 0.2% | 25K | +0.9% | |||
| 104 | $LW | Lamb Weston Holdings, Inc. | Consumer Staples | $12.7M | 0.2% | 294K | -0.8% | |||
| 105 | $WM | WASTE MANAGEMENT INC | Utilities | $12.3M | 0.2% | 55K | -0.5% | |||
| 106 | $EQT | EQT Corp | Energy | $12.2M | 0.1% | 229K | -3% | |||
| 107 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $12.2M | 0.1% | 147K | -2% | |||
| 108 | $DELL | Dell Technologies Inc. | Technology | $12.1M | 0.1% | 28K | +0.4% | |||
| 109 | — | ISHARES TR - RUSSELL 3000 ETF | — | $12.1M | 0.1% | 28K | -5% | |||
| 110 | $USB | US BANCORP DE | Financials | $12.0M | 0.1% | 199K | -3% | |||
| 111 | $DE | DEERE & CO | Industrials | $12.0M | 0.1% | 19K | -1% | |||
| 112 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $12.0M | 0.1% | 43K | -2% | |||
| 113 | $CAG | CONAGRA BRANDS INC. | Consumer Staples | $11.9M | 0.1% | 884K | -0.3% | |||
| 114 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $11.8M | 0.1% | 209K | -1.0% | |||
| 115 | — | 2023 ETF SERIES TRUST - EAGLE CAPITAL SE | — | $11.8M | 0.1% | 366K | — | |||
| 116 | — | VANGUARD WELLINGTON FD - US MULTIFACTOR | — | $11.7M | 0.1% | 66K | -1% | |||
| 117 | $FTNT | Fortinet, Inc. | Technology | $10.5M | 0.1% | 69K | -1% | |||
| 118 | $FAST | FASTENAL CO | Industrials | $10.5M | 0.1% | 218K | -2% | |||
| 119 | $ILPT | Industrial Logistics Properties Trust | Real Estate | $10.2M | 0.1% | 1.15M | -10% | |||
| 120 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $10.1M | 0.1% | 15K | -1% | |||
| 121 | $PEP | PEPSICO INC | Consumer Staples | $9.9M | 0.1% | 73K | -2% | |||
| 122 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $9.9M | 0.1% | 172K | -2% | |||
| 123 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $9.7M | 0.1% | 13K | +696% | |||
| 124 | $ING | ING GROEP NV | Financials | $9.7M | 0.1% | 309K | — | |||
| 125 | $CTAS | CINTAS CORP | Consumer Discretionary | $9.7M | 0.1% | 57K | -1% | |||
| 126 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $9.6M | 0.1% | 111K | -0.2% | |||
| 127 | $HSY | HERSHEY CO | Consumer Staples | $9.3M | 0.1% | 53K | -0.7% | |||
| 128 | $MNST | Monster Beverage Corp | Consumer Staples | $9.2M | 0.1% | 96K | -0.8% | |||
| 129 | — | ISHARES TR - RUS MDCP VAL ETF | — | $9.0M | 0.1% | 55K | -5% | |||
| 130 | — | ISHARES TR - ESG AWR MSCI USA | — | $8.9M | 0.1% | 55K | -1% | |||
| 131 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $8.9M | 0.1% | 186K | -23% | |||
| 132 | — | ISHARES TR - S&P 500 VAL ETF | — | $8.9M | 0.1% | 39K | -7% | |||
| 133 | $AXP | AMERICAN EXPRESS CO | Financials | $8.8M | 0.1% | 26K | -0.8% | |||
| 134 | $INTU | INTUIT INC. | Technology | $8.8M | 0.1% | 34K | -0.2% | |||
| 135 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | — | $8.5M | 0.1% | 195K | -4% | |||
| 136 | $DHR | DANAHER CORP /DE/ | Healthcare | $8.4M | 0.1% | 44K | -7% | |||
| 137 | $IBKR | Interactive Brokers Group, Inc. | Financials | $8.3M | 0.1% | 95K | +99% | |||
| 138 | — | ISHARES TR - RUS 1000 GRW ETF | — | $8.3M | 0.1% | 67K | +224% | |||
| 139 | — | ISHARES TR - BROAD USD HIGH | — | $8.1M | 0.1% | 219K | -0.5% | |||
| 140 | $SYK | STRYKER CORP | Healthcare | $8.1M | 0.1% | 26K | +58% | |||
| 141 | — | ISHARES TR - RUS MD CP GR ETF | — | $8.0M | 0.1% | 55K | -5% | |||
| 142 | — | ISHARES TR - S&P SML 600 GWT | — | $7.8M | 0.1% | 44K | -5% | |||
| 143 | $CEG | Constellation Energy Corp | Utilities | $7.8M | 0.1% | 31K | -3% | |||
| 144 | $BRO | BROWN & BROWN, INC. | Financials | $7.6M | 0.1% | 118K | -0.4% | |||
| 145 | $GS | GOLDMAN SACHS GROUP INC | Financials | $7.5M | 0.1% | 7,402 | +2% | |||
| 146 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $7.4M | 0.1% | 22K | +5% | |||
| 147 | $CB | Chubb Ltd | Financials | $7.4M | 0.1% | 22K | -2% | |||
| 148 | $PWR | QUANTA SERVICES, INC. | Industrials | $7.3M | 0.1% | 10K | -1% | |||
| 149 | — | VANGUARD WELLINGTON FD - US VALUE FACTR | — | $7.3M | 0.1% | 49K | -3% | |||
| 150 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $7.3M | 0.1% | 17K | -1% |
What changed in Q2 2026
Against the previous quarter's 13F: 91 new, 1,011 added to, 845 trimmed, 69 sold out. Share-count changes; largest moves by dollar size first.
New positions (91)
$AZNASTRAZENECA PLC$1.4M
first bought this quarter
- VANECK ETF TRUST - MORTGAGE REIT$1.1M
first bought this quarter
- DOUBLELINE ETF TRUST - SECURITIZED CRED$698K
first bought this quarter
- GLOBAL X FDS - GLOBAL X COPPER$539K
first bought this quarter
$HRZNHorizon Technology Finance Corp$508K
first bought this quarter
$KBDCKayne Anderson BDC, Inc.$503K
first bought this quarter
+85 more in the Excel export
Added to (1,011)
- VANGUARD INDEX FDS - GROWTH ETF+478%
now $85.8M
$KLACKLA CORP+880%
now $29.2M · held 4+ qtrs
$INTCINTEL CORP+247%
now $24.8M · held 4+ qtrs, 3 adds in a row
$ISRGINTUITIVE SURGICAL INC+99%
now $27.0M · held 4+ qtrs
$CRWDCrowdStrike Holdings, Inc.+696%
now $9.7M · held 4+ qtrs, 3 adds in a row
$PLTRPalantir Technologies Inc.+51%
now $18.8M · held 4+ qtrs
+1,005 more in the Excel export
Trimmed (845)
$HONHONEYWELL INTERNATIONAL INC-97%
now $767K
now $127.4M · held 4+ qtrs, 2 trims in a row
now $335.9M · held 4+ qtrs, 2 trims in a row
$PHParker-Hannifin Corp-24%
now $32.8M · held 4+ qtrs
$CVXCHEVRON CORP-13%
now $54.5M · held 4+ qtrs, 2 trims in a row
- VANECK ETF TRUST - INTRMDT MUNI ETF-26%
now $20.8M
+839 more in the Excel export
Holdings by quarter
Every 13F UMB Bank, n.a. has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow UMB Bank, n.a.?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of UMB Bank, n.a.'s top 20 holdings: 76/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-3.8%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter
Top 10 weight
36%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
UMB Bank, n.a. disclosed 2,303 positions worth $7.9B in its Form 13F-HR for Q2 2026, led by $UMBF (UMB FINANCIAL CORP) at 8.4% of the equity portfolio. During the quarter the fund opened 91 new positions and exited 69 — including a new stake in $AZN and a full exit from $ECVT. The portfolio is most concentrated in Other (27.9% of disclosed assets). All figures are sourced directly from UMB Bank, n.a.’s Form 13F-HR filing with the SEC under CIK 933429.
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