UMB Bank, n.a.

Q1 2026 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
2,284
Total value ($000)
$7,163,050
Net value change ($000)
-356,423 (-4.7%)
New positions
90
Sold out positions
84
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CVX 19,690 33.5%
XOM 18,484 37.6%
CMG 12,910 4660.6%
JNJ 12,827 16.6%
CAT 11,777 31.8%
NOW 11,762 204.8%
IEMG 11,600 46.1%
COST 10,549 13.6%
IDXX 10,453 320.4%
GEV 10,398 39.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -60,849 -24.1%
AVGO -26,447 -15.3%
AAPL -26,286 -7.9%
GOOGL -21,492 -9.4%
QUAL -21,096 -47.1%
UMBF -20,550 -3.7%
ITM -20,465 -42.4%
BRK-B -19,719 -20.0%
NVDA -17,674 -7.1%
CSGP -14,519 -96.1%
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