UMB Bank, n.a.

Q4 2025 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
2,279
Total value ($000)
$7,519,473
Net value change ($000)
+723,420 (10.6%)
New positions
186
Sold out positions
60
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VUG 68,786 503.0%
VTV 58,888 396.6%
GOOGL 57,545 33.7%
ITM 48,294 NEW
JQUA 46,451 4754.5%
UMBF 42,529 8.3%
EFV 37,935 1264500.0%
IVV 33,810 7.7%
EFG 32,674 10053.5%
AAPL 30,964 10.2%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -47,399 -51.4%
BRK-B -28,573 -20.7%
LBTYA -22,617 -100.0%
PM -19,681 -77.0%
ORCL -19,609 -39.8%
NFLX -14,850 -37.1%
GVI -11,801 -14.1%
META -11,132 -12.2%
DIS -8,716 -51.6%
HD -8,540 -13.1%
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