UMB Bank, n.a.

Q3 2026 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
2,285
Total value ($000)
$7,689,349
Net value change ($000)
-205,871 (-2.6%)
New positions
63
Sold out positions
81
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 53,085 27.8%
AAPL 36,048 10.7%
NVDA 35,617 13.5%
FSCC 12,672 NEW
HON 11,753 NEW
DE 11,385 94.7%
IVV 11,299 2.1%
PLTR 10,516 55.9%
MU 10,403 27.3%
CVX 10,143 18.6%
Top Reduces (Value $000, Stocks/ETFs)
UMBF -66,606 -10.0%
XOM -53,917 -100.0%
CAT -21,670 -29.9%
AVGO -17,088 -9.7%
GOOGL -16,702 -6.6%
ROL -16,345 -95.7%
TSLA -14,042 -23.2%
TJX -13,634 -18.2%
HD -11,464 -22.4%
GEV -10,924 -20.3%
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