Umb Bank, N.A. has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $6.21 Billion distributed in 3036 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Umb Financial Corp with a value of $456M, Ishares Core S&P 500 ETF with a value of $286M, Microsoft Corp with a value of $245M, Apple Inc. with a value of $244M, and Berkshire Hathaway Inc with a value of $168M.

Examining the 13F form we can see an decrease of $514M in the current position value, from $6.73B to 6.21B.

Below you can find more details about Umb Bank, N.A. portfolio as well as his latest detailed transactions.

Portfolio value $6.21 Billion
ETFs: $1.51 Billion
Financial Services: $1.3 Billion
Technology: $1.04 Billion
Healthcare: $506 Million
Consumer Cyclical: $488 Million
Industrials: $396 Million
Consumer Defensive: $339 Million
Communication Services: $287 Million
Other: $352 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 3,036
  • Current Value $6.21 Billion
  • Prior Value $6.73 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 26, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 604 stocks
  • Additional Purchases 472 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 619 stocks
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