UMB Bank, n.a.

Q2 2025 13F-HR/A Holdings

Location
Kansas City, MO
Holdings as of
6/30/2025
Date filed
7/11/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
2,125
Total value ($000)
$6,417,864
Net value change ($000)
+349,011 (5.8%)
New positions
94
Sold out positions
74
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2025 Next filing: 11/4/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 66,505 43.9%
IVV 66,189 19.2%
MSFT 57,743 30.1%
AVGO 50,820 61.5%
JPM 16,099 15.1%
APH 15,989 73.8%
GE 13,357 717.3%
UMBF 13,207 3.0%
NFLX 12,391 39.1%
IEFA 12,170 13.0%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -45,574 -15.6%
UNH -31,839 -69.8%
BRK-B -14,764 -8.7%
BRK-B -12,293 -15.4%
DHR -12,073 -55.3%
BMY -10,037 -52.5%
CVX -9,832 -15.9%
TPL -9,342 -72.8%
PLD -8,659 -66.6%
IJR -7,346 -9.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type