Umb Bank, N.A. Portfolio Holdings
Umb Bank, N.A.
- $6.3 Billion
- Q3 2024
Umb Bank, N.A. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.3 Billion distributed in 3032 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Umb Financial Corp with a value of $493M, Ishares Core S&P 500 ETF with a value of $320M, Apple Inc. with a value of $319M, Microsoft Corp with a value of $236M, and Nvidia Corp with a value of $175M.
Examining the 13F form we can see an increase of $305M in the current position value, from $5.99B to 6.3B.
Below you can find more details about Umb Bank, N.A. portfolio as well as his latest detailed transactions.
Portfolio value
$6.3 Billion
ETFs: $1.57 Billion
Financial Services: $1.31 Billion
Technology: $1.12 Billion
Healthcare: $474 Million
Consumer Cyclical: $454 Million
Industrials: $368 Million
Consumer Defensive: $340 Million
Communication Services: $291 Million
Other: $376 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 3,032
- Current Value $6.3 Billion
- Prior Value $5.99 Billion
- Filing
- Period Q3 2024
- Filing Date October 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 89 stocks
- Additional Purchases 1,154 stocks
- Sold out of 0 stocks
- Reduced holdings in 561 stocks