UMB Bank, n.a.
CIK
933429
City
Kansas City
State / Country
MO
Top Portfolio Positions
1,918 positions ·
$4,921,771,401 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 PFD
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-12-31 | $57,750 | 3,300 | Shares | Sole | 2022-02-09 | |
| 2022-03-31 | $27,720 | 2,000 | Shares | Sole | 2022-04-22 | |
| 2022-06-30 | $25,100 | 2,000 | Shares | Sole | 2022-07-20 | |
| 2022-09-30 | $21,220 | 2,000 | Shares | Sole | 2022-10-13 | |
| 2022-12-31 | $11,110 | 1,000 | Shares | Sole | 2023-01-10 | |
| 2024-12-31 | $970,832 | 86,373 | Shares | Sole | 2025-01-16 | |
| 2025-03-31 | $969,105 | 86,373 | Shares | Sole | 2025-04-14 | |
| 2025-06-30 | $976,878 | 86,373 | Shares | Sole | 2025-07-11 | |
| 2025-09-30 | $1,038,203 | 86,373 | Shares | Sole | 2025-11-04 | |
| 2025-12-31 | $1,025,247 | 86,373 | Shares | Sole | 2026-02-13 | |
| 2026-03-31 | $965,650 | 86,373 | Shares | Sole | 2026-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||