UMB Bank, n.a.

Q2 2026 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
2,303
Total value ($000)
$7,895,220
Net value change ($000)
+732,170 (10.2%)
New positions
95
Sold out positions
76
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
UMBF 134,626 25.3%
IVV 70,823 15.0%
GOOGL 45,173 21.8%
AMD 32,113 185.0%
NVDA 31,307 13.5%
AVGO 29,948 20.4%
AAPL 28,599 9.3%
MU 26,954 242.2%
CAT 23,737 48.6%
INTC 22,561 999.2%
Top Reduces (Value $000, Stocks/ETFs)
HON -24,982 -97.0%
CVX -23,966 -30.5%
XOM -13,714 -20.3%
WMT -8,090 -10.4%
NFLX -7,864 -27.8%
CRM -7,081 -69.6%
ITM -7,004 -25.2%
PH -6,752 -17.1%
COST -6,543 -7.4%
ORCL -6,267 -31.0%
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