Umb Bank, N.A. Portfolio Holdings
Umb Bank, N.A.
- $6.21 Billion
- Q1 2024
Umb Bank, N.A. has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $6.21 Billion distributed in 3036 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Umb Financial Corp with a value of $456M, Ishares Core S&P 500 ETF with a value of $286M, Microsoft Corp with a value of $245M, Apple Inc. with a value of $244M, and Berkshire Hathaway Inc with a value of $168M.
Examining the 13F form we can see an decrease of $514M in the current position value, from $6.73B to 6.21B.
Below you can find more details about Umb Bank, N.A. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 3,036
- Current Value $6.21 Billion
- Prior Value $6.73 Billion
- Filing
- Period Q1 2024
- Filing Date April 26, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 604 stocks
- Additional Purchases 472 stocks
- Sold out of 0 stocks
- Reduced holdings in 619 stocks