Umb Bank, N.A. Reduced Holdings in Q1 2025

Umb Bank, N.A.

  • $5.92 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-12.3K
- 11.15%
$142.64 - $156.42 $1.76M - $1.93M
98.2K $14.7M
PANW
Palo Alto Networks Inc

Technology
-5.05K
- 4.92%
$167.82 - $208.28 $848K - $1.05M
97.6K $16.7M
META
Meta Platforms, Inc.

Communication Services
-233
- 0.17%
$576.36 - $736.67 $134K - $172K
140K $80.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.7K
- 5.43%
$360.07 - $417.26 $613K - $711K
29.6K $10.7M
CBSH
Commerce Bancshares Inc

Financial Services
-29.9K
- 11.46%
$58.85 - $68.59 $1.76M - $2.05M
231K $14.4M
IWP
Ishares Russell Mid Cap Growth

ETFs
-7.74K
- 7.29%
$114.9 - $139.6 $889K - $1.08M
98.4K $11.6M
VUG
Vanguard Growth ETF

ETFs
-1.07K
- 3.55%
$369.1 - $427.61 $396K - $459K
29.1K $10.8M
SAIA
Saia Inc

Industrials
-3.47K
- 93.71%
$349.29 - $508.47 $1.21M - $1.77M
233 $83K
IEMG
Ishares Inc

ETFs
-29.4K
- 8.22%
N/A
329K $17.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.16K
- 2.88%
$497.6 - $606.74 $576K - $702K
39K $19.4M
LMT
Lockheed Martin Corp

Industrials
-1.51K
- 9.26%
$423.19 - $506.29 $638K - $763K
14.8K $6.6M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-11.6K
- 8.95%
$128.74 - $138.67 $1.5M - $1.61M
118K $15.9M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-4.13K
- 6.67%
$121.0 - $142.28 $500K - $587K
57.8K $7.13M
TGT
Target Corp

Consumer Defensive
-4.64K
- 18.8%
$103.65 - $142.5 $481K - $661K
20K $2.09M
USB
Us Bancorp \De\

Financial Services
-12.2K
- 11.15%
$40.92 - $50.9 $500K - $622K
97.4K $4.11M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-24
- 0.04%
$65.15 - $91.81 $1.56K - $2.2K
54.5K $3.56M
GWW
W.W. Grainger, Inc.

Industrials
-510
- 5.88%
$953.54 - $1132.42 $486K - $578K
8.16K $8.06M
DIS
Walt Disney CO

Communication Services
-4.37K
- 9.1%
$96.87 - $114.0 $423K - $498K
43.7K $4.31M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-467
- 0.91%
$302.31 - $337.54 $141K - $158K
50.9K $15.5M
COST
Costco Wholesale Corp

Consumer Defensive
-4.03K
- 4.24%
$890.62 - $1076.86 $3.59M - $4.34M
91.1K $86.1M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-4.27K
- 16.31%
$147.38 - $176.39 $630K - $754K
21.9K $3.32M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-127
- 13.34%
$4295.4 - $5141.88 $546K - $653K
825 $3.8M
IWS
Ishares Russell Midcap Value E

ETFs
-3.99K
- 4.45%
$122.59 - $135.24 $489K - $540K
85.6K $10.7M
EMLP
First Tr Exchange Traded Iv

ETFs
-38.8K
- 11.36%
$35.79 - $38.28 $1.39M - $1.48M
302K $11.3M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-9.15K
- 23.42%
$47.79 - $59.89 $437K - $548K
29.9K $1.5M
IVE
Ishares S&P 500 Value ETF

ETFs
-3.57K
- 5.12%
$185.78 - $198.58 $664K - $710K
66.2K $12.5M
VNQ
Vanguard Specialized Funds Van

ETFs
-9.24K
- 17.42%
$85.55 - $94.34 $791K - $872K
43.8K $3.93M
FDX
Fedex Corp

Industrials
-1.33K
- 10.55%
$230.33 - $281.53 $306K - $374K
11.3K $2.75M
GD
General Dynamics Corp

Industrials
-3.1K
- 36.11%
$241.94 - $272.58 $750K - $845K
5.49K $1.5M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-3.7K
- 6.31%
$122.86 - $137.9 $454K - $510K
54.8K $6.88M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-4.03K
- 6.95%
$111.86 - $124.32 $451K - $501K
53.9K $6.13M
NVO
Novo Nordisk A S

Healthcare
-610
- 1.47%
$69.3 - $90.95 $42.3K - $55.5K
40.8K $2.83M
TT
Trane Technologies PLC

Industrials
-135
- 0.65%
$332.0 - $400.86 $44.8K - $54.1K
20.8K $7M
NUE
Nucor Corp

Basic Materials
-6.47K
- 24.6%
$114.48 - $142.52 $741K - $922K
19.8K $2.39M
UPS
United Parcel Service Inc

Industrials
-2.33K
- 8.85%
$109.66 - $136.26 $256K - $317K
24K $2.64M
STZ
Constellation Brands, Inc.

Consumer Defensive
-2.55K
- 45.36%
$161.05 - $222.93 $410K - $568K
3.07K $562K
PFE
Pfizer Inc

Healthcare
-15K
- 7.11%
$25.01 - $27.13 $376K - $408K
196K $4.98M
TXN
Texas Instruments Inc

Technology
-3.24K
- 1.93%
N/A
164K $31.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-21.8K
- 6.82%
$42.5 - $46.71 $926K - $1.02M
298K $13.5M
BX
Blackstone Inc.

Financial Services
-923
- 7.94%
$136.53 - $186.74 $126K - $172K
10.7K $1.5M
SNPS
Synopsys Inc

Technology
-917
- 49.22%
$428.58 - $551.54 $393K - $506K
946 $405K
WST
West Pharmaceutical Services Inc

Healthcare
-291
- 7.13%
$199.11 - $347.87 $57.9K - $101K
3.79K $848K
IRM
Iron Mountain Inc

Real Estate
-4.15K
- 62.11%
$82.79 - $111.31 $343K - $462K
2.53K $217K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-2.84K
- 8.48%
$77.67 - $90.15 $221K - $256K
30.7K $2.4M
GS
Goldman Sachs Group Inc

Financial Services
-534
- 8.01%
$524.81 - $672.19 $280K - $359K
6.13K $3.35M
URI
United Rentals, Inc.

Industrials
-312
- 8.98%
$594.17 - $789.56 $185K - $246K
3.16K $1.98M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-35.3K
- 92.21%
$13.05 - $13.97 $461K - $493K
2.99K $40K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-17.1K
- 20.03%
$22.83 - $23.75 $390K - $406K
68.2K $1.57M
CMCSA
Comcast Corp

Communication Services
-6.67K
- 2.12%
$33.19 - $38.23 $221K - $255K
307K $11.3M
Activity Summary
Buys All Purchases 1280 New Holdings 134 Increased Positions 1146 Sells All Sells 563 Reductions 563 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Umb Bank, N.A. Portfolio

Follow Umb Bank, N.A. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Umb Bank, N.A., based on Form 13F filings with the SEC.

News

Stay updated on Umb Bank, N.A. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email