UMB Bank, n.a.
Top Portfolio Positions
1,917 positions ·
$4,921,737,752 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| UMBF |
Umb Financial Corp
Financial Services
|
4,723,573 | $532,771,797 | 10.82% |
| AAPL |
Apple Inc.
Technology
|
1,210,735 | $307,272,434 | 6.24% |
| NVDA |
Nvidia Corp
Technology
|
1,330,446 | $232,029,781 | 4.71% |
| GOOGL |
Alphabet Inc.
Communication Services
|
719,498 | $206,898,844 | 4.20% |
| MSFT |
Microsoft Corp
Technology
|
516,618 | $191,236,484 | 3.89% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
729,701 | $151,974,826 | 3.09% |
| AVGO |
Broadcom Inc.
Technology
|
473,588 | $146,580,221 | 2.98% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
437,638 | $128,735,593 | 2.62% |
| JNJ |
Johnson & Johnson
Healthcare
|
367,699 | $89,880,343 | 1.83% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
88,440 | $88,124,269 | 1.79% |
Portfolio Trend
Holdings in CAG
Shares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,942,303 | 886,915 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $15,360,166 | 887,358 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,306,262 | 890,566 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $18,190,910 | 888,662 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $23,679,679 | 887,877 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $24,563,217 | 885,161 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $28,938,344 | 889,863 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $24,650,796 | 867,375 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $25,748,119 | 868,695 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $24,895,479 | 868,649 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $23,829,130 | 869,042 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $29,293,440 | 868,726 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $32,627,582 | 868,679 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $35,895,371 | 927,529 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $30,340,319 | 929,829 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $32,512,968 | 949,561 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $32,126,690 | 957,006 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $32,703,030 | 957,629 | Shares | Defined | 2022-02-09 | |
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