Umb Bank, N.A. Portfolio Stock Holdings
According to the SEC 13F filed on November 6, 2026, Umb Bank, N.A. disclosed 2272 stock positions valued at approximately $7.69B as of quarter-end September 30, 2026. The largest holdings include UMB FINL CORP, ISHARES TR, and APPLE INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 2272
- Portfolio Value
- $7.69B
Holdings by Sector
Umb Bank, N.A. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UMB FINL CORP | UMBF | Financial Services | 7.81% | 4,621,125 | -53,838 | -1.15% | $600,792,462 |
| ISHARES TR | IVV | Other | 7.19% | 721,983 | -1,263 | -0.17% | $552,930,680 |
| APPLE INC | AAPL | Technology | 4.84% | 1,116,808 | -43,931 | -3.78% | $371,919,400 |
| NVIDIA CORPORATION | NVDA | Technology | 3.89% | 1,309,022 | -7,069 | -0.54% | $298,954,444 |
| MICROSOFT CORP | MSFT | Technology | 3.18% | 475,990 | -36,182 | -7.06% | $244,135,271 |
| ALPHABET INC | GOOGL | Communication Services | 3.06% | 684,057 | -21,296 | -3.02% | $235,370,333 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.25% | 692,927 | -28,540 | -3.96% | $172,642,762 |
| BROADCOM INC | AVGO | Technology | 2.07% | 454,000 | -13,314 | -2.85% | $159,440,260 |
| ISHARES TR | IEFA | Other | 1.68% | 1,330,374 | -53,457 | -3.86% | $128,886,633 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.60% | 373,030 | -16,171 | -4.15% | $123,409,515 |
| ISHARES TR | IJH | Other | 1.58% | 1,691,015 | -19,976 | -1.17% | $121,668,530 |
| ISHARES TR | IWR | Other | 1.56% | 1,123,973 | +111,817 | +11.05% | $119,939,159 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.35% | 139 | -6 | -4.14% | $103,833,695 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.22% | 354,124 | -11,286 | -3.09% | $93,750,788 |
| PROGRESSIVE CORP | PGR | Financial Services | 1.16% | 431,353 | -450 | -0.10% | $89,423,790 |
| ELI LILLY & CO | LLY | Healthcare | 1.13% | 74,882 | -1,652 | -2.16% | $86,644,464 |
| VANGUARD INDEX FDS | VUG | Other | 1.06% | 908,272 | -87,855 | -8.82% | $81,844,390 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.04% | 160,452 | -764 | -0.47% | $79,897,073 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.00% | 84,686 | -2,523 | -2.89% | $77,093,053 |
| META PLATFORMS INC | META | Communication Services | 1.00% | 105,885 | -13,738 | -11.48% | $76,785,684 |
| VANGUARD INDEX FDS | VTV | Other | 0.95% | 337,183 | -32,273 | -8.74% | $72,858,503 |
| ISHARES TR | IJR | Other | 0.89% | 505,057 | -17,621 | -3.37% | $68,707,954 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.86% | 937,044 | -26,128 | -2.71% | $66,164,677 |
| CHEVRON CORPORATION | CVX | Energy | 0.84% | 316,562 | -12,241 | -3.72% | $64,645,126 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.84% | 870,513 | -31,413 | -3.48% | $64,243,859 |
| WALMART INC | WMT | Consumer Defensive | 0.81% | 596,176 | -19,621 | -3.19% | $61,954,610 |
| ISHARES TR | GVI | Other | 0.80% | 596,734 | +14,170 | +2.43% | $61,505,373 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.80% | 462,211 | -31,449 | -6.37% | $61,155,137 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.71% | 99,346 | -2,689 | -2.64% | $54,786,339 |
| ISHARES TR | IWM | Other | 0.70% | 192,347 | -4,890 | -2.48% | $53,451,308 |
Showing 30 of 2,272 holdings in the latest reporting period.