Umb Bank, N.A. Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Umb Bank, N.A. disclosed 2292 stock positions valued at approximately $7.90B as of quarter-end June 30, 2026. The largest holdings include UMB FINL CORP, ISHARES TR, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 2292
- Portfolio Value
- $7.90B
Holdings by Sector
Umb Bank, N.A. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UMB FINL CORP | UMBF | Financial Services | 8.45% | 4,674,963 | -48,610 | -1.03% | $667,397,718 |
| ISHARES TR | IVV | Other | 6.86% | 723,246 | +2,484 | +0.34% | $541,631,697 |
| APPLE INC | AAPL | Technology | 4.25% | 1,160,739 | -49,996 | -4.13% | $335,871,437 |
| NVIDIA CORPORATION | NVDA | Technology | 3.34% | 1,316,091 | -14,355 | -1.08% | $263,336,648 |
| ALPHABET INC | GOOGL | Communication Services | 3.19% | 705,353 | -14,145 | -1.97% | $252,072,001 |
| MICROSOFT CORP | MSFT | Technology | 2.42% | 512,172 | -4,446 | -0.86% | $191,050,400 |
| BROADCOM INC | AVGO | Technology | 2.24% | 467,314 | -6,274 | -1.32% | $176,527,863 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.18% | 721,467 | -8,234 | -1.13% | $171,954,444 |
| ISHARES TR | IEFA | Other | 1.69% | 1,383,831 | +23,907 | +1.76% | $133,650,398 |
| ISHARES TR | IJH | Other | 1.67% | 1,710,991 | -54,907 | -3.11% | $131,934,516 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.61% | 389,201 | -48,437 | -11.07% | $127,397,163 |
| ISHARES TR | IWR | Other | 1.41% | 1,012,156 | +47,275 | +4.90% | $111,661,050 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.38% | 145 | - | - | $108,583,250 |
| PROGRESSIVE CORP | PGR | Financial Services | 1.19% | 431,803 | +353 | +0.08% | $94,327,365 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.18% | 365,410 | -2,289 | -0.62% | $92,803,178 |
| ELI LILLY & CO | LLY | Healthcare | 1.16% | 76,534 | -1,445 | -1.85% | $91,797,176 |
| VANGUARD INDEX FDS | VUG | Other | 1.09% | 996,127 | +823,922 | +478.45% | $85,806,380 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.03% | 87,209 | -1,231 | -1.39% | $81,581,403 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.02% | 161,216 | -3,249 | -1.98% | $80,670,874 |
| VANGUARD INDEX FDS | VTV | Other | 1.02% | 369,456 | -11,044 | -2.90% | $80,515,546 |
| ISHARES TR | IJR | Other | 0.98% | 522,678 | -25,632 | -4.67% | $77,518,374 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.95% | 493,660 | +14,803 | +3.09% | $74,789,491 |
| CATERPILLAR INC | CAT | Industrials | 0.92% | 68,125 | -770 | -1.12% | $72,546,313 |
| WALMART INC | WMT | Consumer Defensive | 0.88% | 615,797 | -10,494 | -1.68% | $69,745,168 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.87% | 963,172 | -5,151 | -0.53% | $68,626,005 |
| META PLATFORMS INC | META | Communication Services | 0.85% | 119,623 | -855 | -0.71% | $67,382,439 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.83% | 901,926 | +36,142 | +4.17% | $65,191,211 |
| ISHARES TR | GVI | Other | 0.78% | 582,564 | -30,553 | -4.98% | $61,807,129 |
| TESLA INC | TSLA | Consumer Cyclical | 0.77% | 143,617 | -1,528 | -1.05% | $60,405,310 |
| ISHARES TR | IWM | Other | 0.75% | 197,237 | +5,506 | +2.87% | $59,259,857 |
Showing 30 of 2,292 holdings in the latest reporting period.