UMB Bank, n.a.

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, UMB Bank, n.a. maintained a portfolio of 2338 distinct positions. They heavily accumulated shares in UMB FINL CORP, increasing their position by 11.4%. Conversely, UMB Bank, n.a. completely exited their position in LIBERTY GLOBAL LTD.
PCA Score Concentration Risk
Risk ENB
Total Positions
2338
Quarter
2025 Q4
Top Holding
UMBF (7.4%)
Top 10 Concentration
35.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 2338
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
UMBF
UMB FINL CORP
Unknown 7.36% 7.52% #1
Prev: #1
5.0 493,875 11.4%
P
S
4,809,824 $553,322,153 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 6.28% 6.45% #2
Prev: #2
4.5 34,398 5.2%
P
S
689,788 $472,463,393 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Unknown 4.44% 4.45% #3
Prev: #3
3.8 38,582 3.2%
P
S
1,226,949 $333,558,355 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Unknown 3.35% 3.79% #4
Prev: #4
3.4 24,418 4.9%
P
S
521,247 $252,085,474 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Unknown 3.32% 3.75% #5
Prev: #5
1.3 -27,171 -2.0%
P
S
1,338,897 $249,704,291 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Unknown 3.04% 2.51% #6
Prev: #6
3.2 26,903 3.8%
P
S
729,683 $228,390,779 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Unknown 2.30% 2.33% #7
Prev: #7
2.9 20,071 4.2%
P
S
499,934 $173,027,158 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Unknown 2.08% 2.14% #8
Prev: #8
2.8 17,992 2.7%
P
S
679,088 $156,747,092 2011 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Unknown 1.90% 1.94% #9 1
Prev: #10
2.8 25,520 6.1%
P
S
444,320 $143,168,790 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IJH
ISHARES TR
ETF 1.60% 1.84% #10 1
Prev: #11
0.7 -91,876 -4.8%
P
S
1,820,602 $120,159,732 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 1.53% 1.69% #11 1
Prev: #12
0.6 -25,263 -1.9%
P
S
1,287,524 $115,181,897 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/A
BERKSHIRE HATHA...
Unknown 1.46% 2.03% #12 3
Prev: #9
0.6 -38 -20.8%
P
S
145 $109,446,000 1999 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Unknown 1.31% 1.03% #13 7
Prev: #20
2.6 57,050 41.1%
P
S
196,023 $98,530,961 2010 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PGR
PROGRESSIVE COR...
Unknown 1.31% 1.57% #14 1
Prev: #13
2.5 275 0.1%
P
S
432,009 $98,377,089 2000 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IWR
ISHARES TR
ETF 1.24% 1.29% #15 1
Prev: #16
2.5 59,102 6.5%
P
S
965,862 $92,983,535 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Unknown 1.12% 0.90% #16 11
Prev: #27
0.5 -1,146 -1.4%
P
S
78,640 $84,512,835 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 1.10% 0.20% #17 73
Prev: #90
2.7 140,512 492.8%
P
S
169,023 $82,459,561 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Unknown 1.06% 1.34% #18 3
Prev: #15
0.4 -2,888 -2.3%
P
S
121,307 $80,073,538 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COST
COSTCO WHSL COR...
Unknown 1.03% 1.20% #19 1
Prev: #18
2.4 2,103 2.4%
P
S
89,959 $77,575,244 2001 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Unknown 1.02% 0.93% #20 5
Prev: #25
2.4 31,350 9.2%
P
S
372,325 $77,052,659 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC
Unknown 0.99% 0.92% #21 5
Prev: #26
2.4 55,547 9.1%
P
S
664,814 $74,066,928 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 0.98% 0.22% #22 61
Prev: #83
2.7 306,453 384.9%
P
S
386,078 $73,737,037 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TJX
TJX COS INC NEW
Unknown 0.98% 1.03% #23 2
Prev: #21
0.4 -4,141 -0.9%
P
S
479,097 $73,594,090 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GVI
ISHARES TR
Bond/Debt 0.96% 1.23% #24 7
Prev: #17
0.4 -109,295 -14.0%
P
S
670,953 $72,026,805 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJR
ISHARES TR
ETF 0.92% 1.06% #25 6
Prev: #19
0.4 -29,278 -4.8%
P
S
575,314 $69,141,236 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LBTYB
LIBERTY GLOBAL ...
Unknown 0.00% 0.33%
Sold All 😨
(Was: #60)
0.3 -1,755,987 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LILAK
LIBERTY LATIN A...
Unknown 0.00% 0.06%
Sold All 😨
(Was: #182)
0.3 -460,037 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LILA
LIBERTY LATIN A...
Unknown 0.00% 0.03%
Sold All 😨
(Was: #237)
0.3 -262,580 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ARIS
ARIS WATER SOLU...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #372)
0.3 -30,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UL
UNILEVER PLC
Unknown 0.00% 0.01%
Sold All 😨
(Was: #400)
0.3 -10,091 -100.0%
CLOSED
$— 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Unknown 0.00% 0.01%
Sold All 😨
(Was: #476)
0.3 -4,815 -100.0%
CLOSED
$— 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #541)
0.3 -10,229 -100.0%
CLOSED
$— 2002 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #589)
0.3 -3,718 -100.0%
CLOSED
$— 1999 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPLG
SPDR SERIES TRU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #609)
0.3 -2,581 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOOV
VANGUARD ADMIRA...
ETF 0.00% 0.00%
Sold All 😨
(Was: #741)
0.3 -700 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPR
SPIRIT AEROSYST...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #800)
0.3 -3,009 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACVA
ACV AUCTIONS IN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1082)
0.3 -6,050 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BANX
ARROWMARK FINAN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1087)
0.3 -2,700 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DGRO
ISHARES TR
Warrant 0.00% 0.00%
Sold All 😨
(Was: #1096)
0.3 -854 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALE
ALLETE INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1178)
0.3 -711 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VG
VENTURE GLOBAL ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1223)
0.3 -2,949 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PDBC
INVESCO ACTVELY...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1235)
0.3 -2,985 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BITQ
EXCHANGE TRADED...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1240)
0.3 -1,520 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AOM
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1349)
0.3 -565 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LXP
LXP INDUSTRIAL ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1422)
0.3 -2,407 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ADTN
ADTRAN HOLDINGS...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1437)
0.3 -2,200 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ERIC
TELEFONAKTIEBOL...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1510)
0.3 -2,000 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PBR
PETROLEO BRASIL...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1532)
0.3 -1,200 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CWK
CUSHMAN WAKEFIE...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1536)
0.3 -938 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTO
ZTO EXPRESS CAY...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1550)
0.3 -727 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UMC
UNITED MICROELE...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1577)
0.3 -1,725 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GNR
SPDR INDEX SHS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1581)
0.3 -220 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IVLU
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1585)
0.3 -364 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNT
VERINT SYS INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1595)
0.3 -616 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IAS
INTEGRAL AD SCI...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1608)
0.3 -1,177 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PINC
PREMIER INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1611)
0.3 -426 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DWX
SPDR INDEX SHS ...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1652)
0.3 -250 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VBTX
VERITEX HLDGS I...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1671)
0.3 -302 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LDSF
FIRST TR EXCHNG...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1763)
0.3 -408 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1812)
0.3 -1,004 -100.0%
CLOSED
$— 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VTLE
VITAL ENERGY IN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1863)
0.3 -321 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FNV
FRANCO NEV CORP
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1865)
0.3 -24 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HSII
HEIDRICK & STRU...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1877)
0.3 -102 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SUN
SUNOCO LP/SUNOC...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1904)
0.3 -90 -100.0%
CLOSED
$— 2004 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1911)
0.3 -21 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BGS
B & G FOODS INC...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1954)
0.3 -820 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BIL
SPDR SERIES TRU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1977)
0.3 -35 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZIP
ZIPRECRUITER IN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1981)
0.3 -740 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MED
MEDIFAST INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1991)
0.3 -216 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BYND
BEYOND MEAT INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2025)
0.3 -1,278 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ATNI
ATN INTL INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2039)
0.3 -144 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PACS
PACS GROUP INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2075)
0.3 -100 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JACK
JACK IN THE BOX...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2089)
0.3 -58 -100.0%
CLOSED
$— 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCVL
SHOE CARNIVAL I...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2097)
0.3 -46 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CAL
CALERES INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2105)
0.3 -64 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
USNA
USANA HEALTH SC...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2124)
0.3 -20 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SIRI
SIRIUSXM HOLDIN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2126)
0.3 -22 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ZIMV
ZIMVIE INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2127)
0.3 -24 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AUR
AURORA INNOVATI...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2136)
0.3 -62 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INFA
INFORMATICA INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2145)
0.3 -8 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OABI
OMNIAB INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2148)
0.3 -29 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VXRT
VAXART INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2149)
0.3 -100 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ASRT
ASSERTIO HOLDIN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2150)
0.3 -35 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ODP
THE ODP CORP
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2151)
0.3 -1 -100.0%
CLOSED
$— 2002 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 2338 holdings

Unlock Full UMB Bank, n.a. Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics