UMB Bank, n.a.

Position in BAC — Bank Of America Corp /De/

CIK 933429 Kansas City, MO

Back to BAC Full portfolio

Position in BAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$40,657,793

+$5,372,251 QoQ

Shares Held

713,545

-1.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#384

of 3,589 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Common Shares in BAC Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

UMB Bank, n.a. holds $211,617,777 across 17 Banks - Diversified names. BAC ranks #2 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	389,201	$127,397,162
2	BAC	Bank Of America Corp /De/ This page	713,545	$40,657,793
3	BNY	Bank of New York Mellon Corp	120,971	$17,493,616
4	WFC	Wells Fargo & Company/Mn	147,245	$12,168,326
5	ING	Ing Groep NV	309,114	$9,699,996
6	C	Citigroup Inc	10,592	$1,482,455
7	TD	Toronto Dominion Bank	11,257	$1,366,937
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	15,504	$365,584

All Filings in BAC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,657,793	713,545	-1.4%	Shares	Defined	2026-08-13
2026-03-31	$35,285,542	723,806	-1.4%	Shares	Defined	2026-05-11
2025-12-31	$40,365,545	733,919	+2.0%	Shares	Defined	2026-02-13
2025-09-30	$37,124,163	719,600	-1.3%	Shares	Defined	2025-11-04
2025-06-30	$34,493,487	728,941	-1.3%	Shares	Defined	2025-07-11
2025-03-31	$30,806,337	738,230	-2.7%	Shares	Defined	2025-04-14
2024-12-31	$33,340,557	758,602	-11.0%	Shares	Defined	2025-01-16
2024-09-30	$33,833,985	852,671	-2.5%	Shares	Defined	2024-10-09
2024-06-30	$34,785,227	874,660	+9.7%	Shares	Defined	2024-07-29
2024-03-31	$30,237,445	797,401	-2.1%	Shares	Defined	2024-04-26
2023-12-31	$27,412,059	814,139	-5.3%	Shares	Defined	2024-01-23
2023-09-30	$23,526,784	859,269	-6.5%	Shares	Defined	2023-10-18
2023-06-30	$26,361,662	918,845	-0.4%	Shares	Defined	2023-07-25
2023-03-31	$26,395,397	922,916	+1.0%	Shares	Defined	2023-04-11
2022-12-31	$30,266,115	913,832	-1.9%	Shares	Defined	2023-01-10
2022-09-30	$28,120,156	931,131	-0.3%	Shares	Defined	2022-10-13
2022-06-30	$29,081,832	934,206	+8.1%	Shares	Defined	2022-07-20
2022-03-31	$35,627,516	864,326	-14.3%	Shares	Defined	2022-04-22
2021-12-31	$44,846,853	1,008,021	+6.1%	Shares	Defined	2022-02-09
2021-09-30	$40,333,612	950,144	+4.0%	Shares	Sole	2021-10-18
2021-06-30	$37,680,220	913,903	+0.7%	Shares	Sole	2021-07-26
2021-03-31	$35,127,578	907,924	+4.7%	Shares	Sole	2021-04-15
2020-12-31	$26,280,708	867,064	+6.0%	Shares	Sole	2021-02-04
2020-09-30	$19,709,137	818,146	0.0%	Shares	Sole	2020-10-16
2020-06-30	$19,430,967	818,146	-0.9%	Shares	Sole	2020-07-16
2020-03-31	$17,530,544	825,744	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.