UMB Bank, n.a.
Top Portfolio Positions
1,922 positions ·
$5,000,643,177 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 | 10.65% | |
| AAPL |
Apple Inc.
Technology
|
1,210,735 | $307,272,434 | 6.14% | |
| NVDA |
Nvidia Corp
Technology
|
1,330,446 | $232,029,781 | 4.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
719,498 | $206,898,844 | 4.14% | |
| MSFT |
Microsoft Corp
Technology
|
516,618 | $191,236,484 | 3.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
729,701 | $151,974,826 | 3.04% | |
| AVGO |
Broadcom Inc.
Technology
|
473,588 | $146,580,221 | 2.93% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
437,638 | $128,735,593 | 2.57% | |
| JNJ |
Johnson & Johnson
Healthcare
|
367,699 | $89,880,343 | 1.80% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
88,440 | $88,124,269 | 1.76% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ROL
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,184,430 | 415,361 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $17,909,367 | 298,390 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $17,596,624 | 299,568 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $11,782,245 | 208,831 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $21,233 | 393 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $18,400 | 397 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $18,107 | 358 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $13,075 | 268 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,128 | 46 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,008 | 46 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,106 | 110 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,741 | 64 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,238 | 33 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,205 | 33 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $1,187 | 34 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,191 | 34 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $8,073 | 236 | Shares | Sole | 2022-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||