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
DOW
Dow Inc.

Basic Materials
-8.77K
- 36.43%
$34.36 - $41.92 $301K - $368K
15.3K $534K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-786
- 2.55%
$96.3 - $112.23 $75.7K - $88.2K
30.1K $2.92M
VTI
Vanguard Total Stock Market Et

ETFs
-331
- 1.64%
$271.18 - $303.12 $89.8K - $100K
19.8K $5.41M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-8.51K
- 19.61%
$50.39 - $50.66 $429K - $431K
34.9K $1.77M
PNR
Pentair PLC

Industrials
-3.03K
- 28.66%
$84.0 - $105.35 $255K - $320K
7.55K $660K
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.33K
- 8.53%
$182.82 - $196.21 $426K - $457K
25K $4.65M
VB
Vanguard Small Cap ETF

ETFs
-1.55K
- 55.67%
$217.89 - $252.64 $337K - $391K
1.23K $273K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.67K
- 32.91%
$402.49 - $513.76 $671K - $856K
3.4K $1.65M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6.35K
- 11.44%
$71.17 - $73.66 $452K - $468K
49.2K $3.61M
BNDX
Vanguard Total International B

ETFs
-7.4K
- 99.89%
$48.33 - $49.5 $358K - $366K
8 $0
VMI
Valmont Industries Inc

Industrials
-1.13K
- 86.82%
$285.37 - $376.98 $323K - $427K
172 $49K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-6.55K
- 25.42%
$37.9 - $43.9 $248K - $287K
19.2K $739K
VBK
Vanguard Small Cap Growth ETF

ETFs
-745
- 13.88%
$247.97 - $296.33 $185K - $221K
4.62K $1.17M
SBUX
Starbucks Corp

Consumer Cyclical
-6.67K
- 12.97%
$91.75 - $115.81 $612K - $773K
44.8K $4.38M
LOW
Lowes Companies Inc

Consumer Cyclical
-413
- 2.58%
$222.66 - $268.42 $92K - $111K
15.6K $3.64M
MCK
Mckesson Corp

Healthcare
-1.32K
- 23.64%
$566.21 - $672.99 $745K - $886K
4.25K $2.86M
VBR
Vanguard Small Cap Value ETF

ETFs
-438
- 2.42%
$183.02 - $207.75 $80.2K - $91K
17.7K $3.28M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-7.07K
- 6.27%
$51.52 - $52.37 $364K - $370K
106K $5.53M
AEP
American Electric Power CO Inc

Utilities
-8.85K
- 22.45%
$90.32 - $109.27 $799K - $966K
30.5K $3.34M
NUDM
Nuveen Esg International Devel

ETFs
-15.3K
- 13.88%
$29.75 - $33.12 $454K - $506K
94.7K $3.05M
MCHP
Microchip Technology Inc

Technology
-744
- 3.06%
$48.41 - $64.3 $36K - $47.8K
23.5K $1.14M
SOFI
So Fi Technologies, Inc.

Financial Services
-7.49K
- 18.43%
$11.18 - $18.03 $83.7K - $135K
33.2K $392K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-5.82K
- 7.42%
$50.82 - $52.7 $296K - $307K
72.6K $3.81M
QAI
Iq Hedge Multi Strategy Compos

ETFs
-7.03K
- 14.56%
$31.16 - $32.27 $219K - $227K
41.2K $1.29M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.64K
- 12.44%
$87.68 - $94.52 $319K - $344K
25.6K $2.37M
GLD
Spdr Gold Trust

ETFs
-1.23K
- 42.3%
$243.19 - $288.14 $299K - $355K
1.68K $483K
CSX
Csx Corp

Industrials
-1.89K
- 3.26%
$29.11 - $33.67 $55K - $63.7K
56.2K $1.65M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-114
- 1.82%
$254.58 - $302.92 $29K - $34.5K
6.15K $1.58M
DAL
Delta Air Lines, Inc.

Industrials
-128
- 1.04%
$43.6 - $69.06 $5.58K - $8.84K
12.2K $533K
VXF
Vanguard Extended Market ETF

ETFs
-502
- 7.1%
$170.36 - $201.04 $85.5K - $101K
6.57K $1.14M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-5.22K
- 13.81%
$59.28 - $66.1 $310K - $345K
32.6K $2.1M
ALL
Allstate Corp

Financial Services
-2.18K
- 12.17%
$180.99 - $210.18 $394K - $458K
15.7K $3.26M
FICO
Fair Isaac Corp

Technology
-88
- 43.56%
$1695.35 - $2030.47 $149K - $179K
114 $210K
XLF
Financial Sector Spdr

ETFs
-3.97K
- 29.08%
$47.32 - $52.19 $188K - $207K
9.68K $476K
VOT
Vanguard Mid Cap Growth Index

ETFs
-287
- 2.64%
$237.72 - $276.98 $68.2K - $79.5K
10.6K $2.58M
VOE
Vanguard Mid Cap Value Index F

ETFs
-445
- 1.16%
$156.61 - $168.02 $69.7K - $74.8K
37.8K $6.01M
INTC
Intel Corp

Technology
-14.3K
- 24.37%
$19.1 - $27.39 $272K - $390K
44.2K $1M
KR
Kroger CO

Consumer Defensive
-2.98K
- 49.75%
$58.36 - $67.72 $174K - $202K
3.01K $203K
ROK
Rockwell Automation, Inc

Industrials
-103
- 2.1%
$255.29 - $303.75 $26.3K - $31.3K
4.81K $1.24M
FHB
First Hawaiian, Inc.

Financial Services
-6K
- 62.54%
$24.13 - $28.18 $145K - $169K
3.59K $87K
PPG
Ppg Industries Inc

Basic Materials
-98
- 0.68%
$107.44 - $124.29 $10.5K - $12.2K
14.2K $1.56M
AVUS
American Centy ETF Tr Avantis

ETFs
-884
- 6.09%
$90.7 - $101.57 $80.2K - $89.8K
13.6K $1.25M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-8.26K
- 8.75%
$21.49 - $22.24 $178K - $184K
86.2K $1.91M
ADI
Analog Devices Inc

Technology
-112
- 0.97%
$201.56 - $243.82 $22.6K - $27.3K
11.5K $2.31M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-9.68K
- 52.3%
$14.46 - $15.96 $140K - $154K
8.83K $134K
NSC
Norfolk Southern Corp

Industrials
-720
- 6.05%
$227.69 - $259.76 $164K - $187K
11.2K $2.65M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-154
- 0.7%
$117.4 - $131.02 $18.1K - $20.2K
21.8K $2.59M
EW
Edwards Lifesciences Corp

Healthcare
-1.84K
- 38.59%
$67.95 - $76.19 $125K - $140K
2.92K $211K
EVRG
Evergy, Inc.

Utilities
-5.19K
- 17.67%
$59.9 - $69.52 $311K - $360K
24.2K $1.67M
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
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