Umb Bank, N.A. Reduced Holdings in Q2 2025

Umb Bank, N.A.

  • $6.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-113K
- 8.57%
$172.42 - $223.89 $19.5M - $25.3M
1.21M $247M
UNH
Unitedhealth Group Inc

Healthcare
-42.9K
- 49.28%
$274.35 - $599.47 $11.8M - $25.7M
44.2K $13.8M
META
Meta Platforms, Inc.

Communication Services
-16K
- 11.39%
$484.66 - $738.09 $7.75M - $11.8M
124K $91.8M
GOOGL
Alphabet Inc.

Communication Services
-66.6K
- 8.54%
$144.7 - $178.6 $9.63M - $11.9M
713K $126M
DHR
Danaher Corp

Healthcare
-57.1K
- 53.62%
$174.64 - $205.16 $9.97M - $11.7M
49.4K $9.76M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-98.8K
- 13.51%
$90.56 - $109.49 $8.95M - $10.8M
632K $69.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-44.3K
- 6.23%
$167.32 - $223.3 $7.41M - $9.89M
667K $146M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-142K
- 6.31%
$51.16 - $62.02 $7.29M - $8.84M
2.11M $131M
ORCL
Oracle Corp

Technology
-40.1K
- 18.62%
$122.82 - $218.63 $4.92M - $8.76M
175K $38.3M
PLD
Prologis, Inc.

Real Estate
-75K
- 64.53%
$89.76 - $112.34 $6.73M - $8.43M
41.2K $4.33M
NKE
Nike, Inc.

Consumer Cyclical
-82.5K
- 78.64%
$53.27 - $72.04 $4.4M - $5.95M
22.4K $1.59M
NOW
Service Now, Inc.

Technology
-5.31K
- 40.29%
$721.65 - $1040.18 $3.83M - $5.52M
7.87K $8.09M
BMY
Bristol Myers Squibb CO

Healthcare
-117K
- 37.43%
$44.12 - $59.6 $5.18M - $6.99M
196K $9.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10.8K
- 7.23%
$483.48 - $539.8 $5.24M - $5.85M
139K $67.6M
CRM
Salesforce, Inc.

Technology
-17.5K
- 18.39%
$236.26 - $291.15 $4.13M - $5.09M
77.6K $21.2M
UMBF
Umb Financial Corp

Financial Services
-44.2K
- 1.0%
$86.4 - $107.99 $3.82M - $4.77M
4.35M $458M
GVI
Ishares Tr

ETFs
-43.5K
- 5.44%
$104.82 - $106.79 $4.56M - $4.64M
756K $80.8M
MSFT
Microsoft Corp

Technology
-9.23K
- 1.81%
$354.56 - $497.45 $3.27M - $4.59M
502K $250M
TT
Trane Technologies PLC

Industrials
-10.2K
- 49.2%
$315.21 - $437.41 $3.22M - $4.47M
10.6K $4.62M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-20K
- 3.83%
$152.42 - $182.82 $3.04M - $3.65M
501K $91.6M
ADBE
Adobe Inc.

Technology
-8.56K
- 36.19%
$340.0 - $420.68 $2.91M - $3.6M
15.1K $5.84M
JPM
Jpmorgan Chase & CO

Financial Services
-11.3K
- 2.6%
$210.28 - $289.91 $2.38M - $3.28M
423K $123M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7.73K
- 26.07%
$320.42 - $421.7 $2.48M - $3.26M
21.9K $9.24M
PEP
Pepsico Inc

Consumer Defensive
-24K
- 24.43%
$128.02 - $151.37 $3.07M - $3.63M
74.2K $9.8M
WELL
Welltower Inc.

Real Estate
-19.8K
- 8.89%
$136.49 - $155.22 $2.7M - $3.07M
203K $31.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-40.3K
- 74.04%
$57.41 - $74.81 $2.32M - $3.02M
14.1K $1.05M
BKR
Baker Hughes CO

Energy
-76.2K
- 91.95%
$35.0 - $44.92 $2.67M - $3.43M
6.67K $255K
NVDA
Nvidia Corp

Technology
-18.4K
- 1.31%
$94.31 - $157.99 $1.73M - $2.91M
1.38M $218M
GRMN
Garmin LTD

Technology
-13.2K
- 79.15%
$173.63 - $218.07 $2.3M - $2.89M
3.49K $727K
AVGO
Broadcom Inc.

Technology
-9.42K
- 1.91%
$146.29 - $275.65 $1.38M - $2.6M
484K $133M
PWR
Quanta Services, Inc.

Industrials
-6.35K
- 36.68%
$239.47 - $381.26 $1.52M - $2.42M
11K $4.14M
COST
Costco Wholesale Corp

Consumer Defensive
-2.25K
- 2.47%
$908.13 - $1056.85 $2.05M - $2.38M
88.8K $87.9M
LLY
Eli Lilly & CO

Healthcare
-2.38K
- 2.64%
$713.71 - $898.95 $1.7M - $2.14M
87.8K $68.5M
EMR
Emerson Electric CO

Industrials
-13.6K
- 19.97%
$94.15 - $133.33 $1.28M - $1.82M
54.7K $7.29M
PG
Procter & Gamble CO

Consumer Defensive
-11.4K
- 3.9%
$157.66 - $172.39 $1.79M - $1.96M
280K $44.6M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-18.2K
- 6.28%
$82.17 - $99.96 $1.49M - $1.82M
271K $26.6M
MRK
Merck & Co., Inc.

Healthcare
-19.7K
- 13.28%
$73.47 - $87.12 $1.45M - $1.72M
129K $10.2M
WMT
Walmart Inc.

Consumer Defensive
-15.2K
- 2.41%
$81.79 - $99.98 $1.24M - $1.52M
614K $60.1M
NFLX
Netflix Inc

Communication Services
-1.06K
- 3.12%
$855.86 - $1339.13 $905K - $1.42M
32.9K $44.1M
PLTR
Palantir Technologies Inc.

Technology
-10.2K
- 7.27%
$74.01 - $144.25 $758K - $1.48M
131K $17.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-25.7K
- 14.77%
$48.13 - $49.85 $1.23M - $1.28M
148K $7.26M
IWP
Ishares Russell Mid Cap Growth

ETFs
-8.69K
- 8.83%
$104.34 - $138.68 $907K - $1.2M
89.7K $12.4M
EMLP
First Tr Exchange Traded Iv

ETFs
-30K
- 9.92%
$33.62 - $37.89 $1.01M - $1.14M
272K $10.2M
INTU
Intuit Inc

Technology
-1.36K
- 3.43%
$544.07 - $787.63 $737K - $1.07M
38.2K $30.1M
HD
Home Depot, Inc.

Consumer Cyclical
-2.88K
- 1.74%
$335.24 - $380.78 $964K - $1.1M
163K $59.7M
NEE
Nextera Energy Inc

Utilities
-15K
- 3.02%
$64.11 - $75.0 $960K - $1.12M
482K $33.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
-9.44K
- 4.87%
$82.96 - $110.1 $783K - $1.04M
185K $20.3M
ETN
Eaton Corp PLC

Industrials
-2.9K
- 2.73%
$246.52 - $356.99 $715K - $1.03M
103K $36.8M
MA
Mastercard Inc

Financial Services
-1.82K
- 1.48%
$479.92 - $590.74 $872K - $1.07M
121K $67.8M
Activity Summary
Buys All Purchases 1051 New Holdings 94 Increased Positions 957 Sells All Sells 833 Reductions 833 Sold out 0 Options Calls 0 Puts 0
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