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
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.42K
- 6.2%
$390.26 - $489.06 $945K - $1.18M
36.6K $14.8M
IWS
Ishares Russell Midcap Value E

ETFs
-7.41K
- 8.65%
$110.58 - $132.14 $819K - $979K
78.2K $10.3M
BMO
Bank Of Montreal

Financial Services
-8.81K
- 65.72%
$87.54 - $110.63 $771K - $975K
4.59K $508K
MS
Morgan Stanley

Financial Services
-6.51K
- 3.63%
$99.83 - $140.86 $650K - $917K
173K $24.4M
CAT
Caterpillar Inc

Industrials
-2.34K
- 4.69%
$273.94 - $388.21 $640K - $906K
47.4K $18.4M
CVX
Chevron Corp

Energy
-6.26K
- 1.69%
$133.73 - $168.51 $837K - $1.05M
365K $52.2M
GOOG
Alphabet Inc.

Communication Services
-4.88K
- 3.87%
$146.58 - $180.01 $716K - $879K
121K $21.5M
SSB
South State Corp

Financial Services
-9.29K
- 87.76%
$80.59 - $94.67 $749K - $879K
1.3K $119K
IWV
Ishares Russell 3000 ETF

ETFs
-2.42K
- 6.28%
$281.67 - $351.0 $682K - $850K
36.1K $12.7M
UPS
United Parcel Service Inc

Industrials
-8.39K
- 34.94%
$91.92 - $110.2 $771K - $924K
15.6K $1.58M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.61K
- 1.71%
$221.86 - $362.89 $579K - $948K
150K $47.8M
KKR
Kkr & Co. Inc.

Financial Services
-6.18K
- 49.79%
$92.79 - $134.29 $573K - $830K
6.23K $828K
HXL
Hexcel Corp

Industrials
-14.4K
- 94.18%
$47.49 - $57.32 $684K - $826K
890 $50K
VEA
Vanguard Ftse Developed Market

ETFs
-14.1K
- 1.4%
$45.65 - $57.01 $644K - $804K
990K $56.5M
PANW
Palo Alto Networks Inc

Technology
-3.75K
- 3.84%
$152.44 - $204.64 $571K - $767K
93.9K $19.2M
SBUX
Starbucks Corp

Consumer Cyclical
-8.25K
- 18.43%
$79.69 - $99.41 $658K - $820K
36.5K $3.35M
IQDF
Flexshares International Quali

ETFs
-27.4K
- 14.2%
$22.1 - $27.31 $606K - $749K
166K $4.49M
TFC
Truist Financial Corp

Financial Services
-17K
- 44.48%
$34.79 - $42.99 $591K - $731K
21.2K $911K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-32.7K
- 47.89%
$22.18 - $23.36 $724K - $763K
35.5K $795K
ROK
Rockwell Automation, Inc

Industrials
-2.19K
- 45.52%
$218.97 - $332.17 $479K - $726K
2.62K $869K
AMGN
Amgen Inc

Healthcare
-2.57K
- 8.37%
$262.28 - $309.85 $673K - $795K
28.1K $7.84M
IVE
Ishares S&P 500 Value ETF

ETFs
-3.61K
- 5.46%
$168.34 - $195.42 $608K - $706K
62.6K $12.2M
O
Realty Income Corp

Real Estate
-11.5K
- 25.15%
$52.27 - $58.52 $604K - $676K
34.4K $1.98M
ACN
Accenture PLC

Technology
-2.22K
- 3.0%
$279.23 - $323.21 $620K - $718K
71.7K $21.4M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-12.4K
- 17.11%
$51.1 - $53.29 $635K - $662K
60.2K $3.21M
FDX
Fedex Corp

Industrials
-2.79K
- 24.76%
$198.07 - $245.17 $552K - $684K
8.48K $1.93M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-5.74K
- 22.67%
$105.23 - $109.61 $604K - $630K
19.6K $2.15M
CTAS
Cintas Corp

Industrials
-2.78K
- 4.14%
$190.11 - $227.66 $528K - $632K
64.2K $14.3M
MAR
Marriott International Inc

Consumer Cyclical
-2.23K
- 4.64%
$211.12 - $274.14 $471K - $612K
45.9K $12.5M
TRV
Travelers Companies, Inc.

Financial Services
-2.23K
- 8.8%
$233.83 - $276.34 $521K - $616K
23.1K $6.17M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-11.9K
- 3.99%
$39.89 - $49.46 $474K - $588K
286K $14.1M
MCK
Mckesson Corp

Healthcare
-776
- 18.26%
$652.83 - $732.78 $507K - $569K
3.47K $2.55M
VNQ
Vanguard Specialized Funds Van

ETFs
-6.32K
- 14.42%
$79.79 - $91.42 $504K - $578K
37.5K $3.34M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-7.49K
- 11.13%
$68.13 - $74.77 $510K - $560K
59.8K $4.36M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-4.09K
- 7.08%
$108.87 - $133.04 $446K - $545K
53.7K $7.14M
IBM
International Business Machines Corp

Technology
-1.83K
- 3.54%
$221.03 - $294.78 $404K - $539K
49.8K $14.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.09K
- 32.2%
$421.16 - $509.5 $461K - $557K
2.3K $1.03M
C
Citigroup Inc

Financial Services
-5.26K
- 25.0%
$58.13 - $85.12 $306K - $448K
15.8K $1.34M
BAC
Bank Of America Corp

Financial Services
-9.29K
- 1.26%
$34.39 - $47.46 $319K - $441K
729K $34.5M
GIS
General Mills Inc

Consumer Defensive
-8.36K
- 34.76%
$50.37 - $60.97 $421K - $510K
15.7K $813K
NUE
Nucor Corp

Basic Materials
-3.33K
- 16.81%
$103.22 - $131.43 $344K - $438K
16.5K $2.14M
SEIC
Sei Investments CO

Financial Services
-4.75K
- 5.78%
$66.45 - $89.86 $316K - $427K
77.5K $6.97M
XOM
Exxon Mobil Corp

Energy
-3.96K
- 0.97%
$99.93 - $119.04 $395K - $471K
405K $43.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-7.5K
- 25.09%
$45.98 - $56.15 $345K - $421K
22.4K $1.26M
GPC
Genuine Parts CO

Consumer Cyclical
-3.35K
- 20.75%
$105.54 - $129.09 $354K - $433K
12.8K $1.55M
ETR
Entergy Corp

Utilities
-4.81K
- 43.33%
$79.01 - $86.61 $380K - $416K
6.29K $522K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-5.39K
- 16.54%
$57.14 - $72.68 $308K - $392K
27.2K $1.98M
ED
Consolidated Edison Inc

Utilities
-3.87K
- 36.87%
$98.05 - $113.3 $380K - $439K
6.63K $665K
GWW
W.W. Grainger, Inc.

Industrials
-366
- 4.49%
$919.93 - $1101.66 $337K - $403K
7.79K $8.1M
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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