Umb Bank, N.A. Top Holdings and 13F Report (2026) About Umb Bank, N.A.Investment ActivityUmb Bank, N.A. has $7.90 billion in total holdings as of June 30, 2026.Umb Bank, N.A. owns shares of 2,303 different stocks, but just 84 companies or ETFs make up 80% of its holdings.Approximately 3.08% of the portfolio was purchased this quarter.About 3.50% of the portfolio was sold this quarter.This quarter, Umb Bank, N.A. has purchased 2,284 new stocks and bought additional shares in 1,011 stocks.Umb Bank, N.A. sold shares of 845 stocks and completely divested from 76 stocks this quarter.Largest Holdings UMB Financial $667,397,718iShares Core S&P 500 ETF $541,631,697Apple $335,871,437NVIDIA $263,336,648Alphabet $252,072,001 Largest New Holdings this Quarter G0593M107 - AstraZeneca $1,432,010 Holding92189F452 - VanEck Mortgage REIT Income ETF $1,051,540 Holding25861R881 - DOUBLELINE ETF TRUST $698,040 Holding37954Y830 - Global X Copper Miners ETF $538,790 Holding44045A102 - Horizon Technology Finance $508,333 Holding Largest Purchases this Quarter Vanguard Growth ETF 823,922 shares (about $70.97M)KLA 86,981 shares (about $26.24M)Intel 126,583 shares (about $17.67M)Intuitive Surgical 33,761 shares (about $13.43M)CrowdStrike 11,123 shares (about $8.49M) Largest Sales this Quarter Honeywell International 110,617 shares (about $25.69M)JPMorgan Chase & Co. 48,437 shares (about $15.85M)Apple 49,996 shares (about $14.47M)Parker-Hannifin 10,650 shares (about $10.42M)Chevron 50,455 shares (about $8.36M) Sector Allocation Over TimeMap of 500 Largest Holdings ofUmb Bank, N.A. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUMBFUMB Financial$667,397,718$6,939,564 â–¼-1.0%4,674,9638.5%FinanceIVViShares Core S&P 500 ETF$541,631,697$1,860,243 â–²0.3%723,2466.9%ETFAAPLApple$335,871,437$14,466,843 â–¼-4.1%1,160,7394.3%TechnologyNVDANVIDIA$263,336,648$2,872,292 â–¼-1.1%1,316,0913.3%TechnologyGOOGLAlphabet$252,072,001$5,054,999 â–¼-2.0%705,3533.2%Communication ServicesMSFTMicrosoft$191,050,400$1,658,447 â–¼-0.9%512,1722.4%TechnologyAVGOBroadcom$176,527,863$2,370,003 â–¼-1.3%467,3142.2%TechnologyAMZNAmazon.com$171,954,444$1,962,492 â–¼-1.1%721,4672.2%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$133,650,398$2,308,938 â–²1.8%1,383,8311.7%ETFIJHiShares Core S&P Mid-Cap ETF$131,934,516$4,233,879 â–¼-3.1%1,710,9911.7%ETFJPMJPMorgan Chase & Co.$127,397,163$15,854,883 â–¼-11.1%389,2011.6%FinanceIWRiShares Russell Mid-Cap ETF$111,661,050$5,215,378 â–²4.9%1,012,1561.4%ETFBRK.ABerkshire Hathaway$108,583,2500.0%1451.4%FinancePGRProgressive$94,327,365$77,113 â–²0.1%431,8031.2%FinanceJNJJohnson & Johnson$92,803,178$581,337 â–¼-0.6%365,4101.2%HealthcareLLYEli Lilly and Company$91,797,176$1,733,176 â–¼-1.9%76,5341.2%HealthcareVUGVanguard Growth ETF$85,806,380$70,972,641 â–²478.5%996,1271.1%ETFCOSTCostco Wholesale$81,581,403$1,151,564 â–¼-1.4%87,2091.0%Consumer StaplesBRK.BBerkshire Hathaway$80,670,874$1,625,767 â–¼-2.0%161,2161.0%FinanceVTVVanguard Value ETF$80,515,546$2,406,819 â–¼-2.9%369,4561.0%ETFIJRiShares Core S&P Small-Cap ETF$77,518,374$3,801,482 â–¼-4.7%522,6781.0%ETFTJXTJX Companies$74,789,491$2,242,655 â–²3.1%493,6600.9%Consumer DiscretionaryCATCaterpillar$72,546,313$819,973 â–¼-1.1%68,1250.9%IndustrialsWALMART INC$69,745,168$1,188,550 â–¼-1.7%615,7970.9%COMVEAVanguard FTSE Developed Markets ETF$68,626,005$367,009 â–¼-0.5%963,1720.9%ETFMETAMeta Platforms$67,382,439$481,613 â–¼-0.7%119,6230.9%Communication ServicesJQUAJPMorgan U.S. Quality Factor ETF$65,191,211$2,612,344 â–²4.2%901,9260.8%ETFGVIiShares Intermediate Government/Credit Bond ETF$61,807,129$3,241,521 â–¼-5.0%582,5640.8%ETFTSLATesla$60,405,310$642,677 â–¼-1.1%143,6170.8%Consumer DiscretionaryIWMiShares Russell 2000 ETF$59,259,857$1,654,278 â–²2.9%197,2370.8%ETFAPHAmphenol$55,665,106$671,603 â–¼-1.2%315,7050.7%TechnologyCVXChevron$54,502,386$8,363,421 â–¼-13.3%328,8030.7%EnergyXOMExxonMobil$53,916,899$583,658 â–¼-1.1%394,3600.7%EnergyGE VERNOVA INC$53,897,878$4,388,102 â–²8.9%45,8760.7%COMMAMastercard$52,405,176$3,425,198 â–¼-6.1%102,0350.7%FinanceHDHome Depot$51,141,774$5,915,854 â–¼-10.4%145,0090.6%Consumer DiscretionaryETNEaton$50,193,527$2,376,897 â–²5.0%117,7920.6%IndustrialsAMDAdvanced Micro Devices$49,472,620$100,497 â–¼-0.2%85,1640.6%TechnologyVVisa$48,062,792$3,444,624 â–¼-6.7%140,0880.6%FinanceIEMGiShares Core MSCI Emerging Markets ETF$47,480,160$3,811,386 â–²8.7%573,1550.6%ETFGOOGAlphabet$46,298,596$468,516 â–¼-1.0%131,0350.6%Communication ServicesTXNTexas Instruments$43,992,151$842,644 â–¼-1.9%147,5900.6%TechnologyLINDE PLC$43,172,175$628,955 â–¼-1.4%83,1930.5%SHSPANWPalo Alto Networks$42,935,441$574,278 â–¼-1.3%125,9030.5%TechnologyPGProcter & Gamble$41,465,540$303,398 â–¼-0.7%282,7710.5%Consumer StaplesNEENextEra Energy$41,361,786$158,688 â–²0.4%471,2520.5%UtilitiesBACBank of America$40,657,818$584,672 â–¼-1.4%713,5450.5%FinanceORLYO'Reilly Automotive$39,913,279$1,472,887 â–¼-3.6%433,4160.5%Consumer DiscretionaryWELLWelltower$38,242,856$814,822 â–¼-2.1%168,4930.5%Real EstateMUMicron Technology$38,084,645$53,097 â–²0.1%32,9940.5%TechnologyEFViShares MSCI EAFE Value ETF$36,829,966$1,819,440 â–¼-4.7%481,1230.5%ETFBLACKROCK INC$36,733,515$662,515 â–¼-1.8%38,2020.5%COMXMHQInvesco S&P MidCap Quality ETF$36,293,178$560,901 â–²1.6%321,5200.5%ETFDFACDimensional U.S. Core Equity 2 ETF$35,668,767$89,518 â–¼-0.3%804,0750.5%ETFMCDMcDonald's$34,645,092$904,187 â–¼-2.5%128,1680.4%Consumer DiscretionaryEFGiShares MSCI EAFE Growth ETF$33,750,418$1,326,442 â–¼-3.8%271,2620.4%ETFMSMorgan Stanley$33,387,451$1,320,924 â–¼-3.8%159,7180.4%FinancePHParker-Hannifin$32,838,423$10,416,978 â–¼-24.1%33,5730.4%IndustrialsUNPUnion Pacific$31,841,952$142,256 â–¼-0.4%117,0660.4%IndustrialsABBVAbbVie$30,345,267$378,718 â–¼-1.2%120,5900.4%HealthcareVWOVanguard FTSE Emerging Markets ETF$30,306,106$984,706 â–¼-3.1%507,7250.4%ETFKLACKLA$29,225,742$26,243,037 â–²879.8%96,8670.4%TechnologyISRGIntuitive Surgical$26,971,055$13,426,074 â–²99.1%67,8210.3%HealthcareRTXRTX$26,383,474$5,174,696 â–¼-16.4%139,0580.3%IndustrialsABTAbbott Laboratories$26,340,733$836,532 â–¼-3.1%290,2880.3%HealthcareGEGE Aerospace$26,200,716$56,060 â–¼-0.2%70,1060.3%IndustrialsIWBiShares Russell 1000 ETF$25,727,247$1,482,390 â–²6.1%62,8260.3%ETFLAM RESEARCH CORP$25,439,938$230,098 â–¼-0.9%58,7080.3%COM NEWINTCIntel$24,819,092$17,674,784 â–²247.4%177,7490.3%TechnologyMDTMedtronic$22,754,290$205,510 â–¼-0.9%290,8640.3%HealthcareSPYSPDR S&P 500 ETF Trust$22,668,950$1,494 â–¼0.0%30,3560.3%ETFKOCocaCola$22,291,467$403,912 â–¼-1.8%274,2890.3%Consumer StaplesDUKDuke Energy$22,263,903$131,137 â–¼-0.6%175,8880.3%UtilitiesCSCOCisco Systems$21,385,942$296,469 â–¼-1.4%182,0700.3%TechnologyIVWiShares S&P 500 Growth ETF$21,223,904$1,695,332 â–¼-7.4%154,3220.3%ETFITMVanEck Intermediate Muni ETF$20,825,075$7,339,697 â–¼-26.1%443,1810.3%ETFNFLXNetflix$20,455,743$574,056 â–¼-2.7%286,4950.3%Communication ServicesQUALiShares MSCI USA Quality Factor ETF$20,415,987$6,713,680 â–¼-24.7%93,0410.3%ETFMRVLMarvell Technology$20,168,047$5,592,587 â–²38.4%67,7030.3%TechnologyNOWServiceNow$20,140,934$3,516,994 â–²21.2%202,8700.3%TechnologyRFRegions Financial$19,819,233$170,177 â–¼-0.9%656,2660.3%FinancePALANTIR TECHNOLOGIES INC$18,817,004$6,370,649 â–²51.2%161,2840.2%CL AECLEcolab$17,880,912$313,158 â–¼-1.7%64,1790.2%MaterialsBANK OF NY MELLON CORP$17,493,616$218,506 â–¼-1.2%120,9710.2%COMIAUiShares Gold Trust$17,082,552$1,508,690 â–¼-8.1%226,2290.2%ETFROLRollins$17,075,250$261,919 â–¼-1.5%409,0860.2%IndustrialsTMOThermo Fisher Scientific$16,982,066$532,444 â–¼-3.0%33,8720.2%HealthcareSDYSPDR S&P Dividend ETF$16,717,734$126,614 â–²0.8%109,8550.2%ETFCMECME Group$16,077,087$222,155 â–¼-1.4%72,8030.2%FinanceVTIVanguard Total Stock Market ETF$15,979,807$1,914,587 â–¼-10.7%43,1840.2%ETFMARMarriott International$15,910,541$137,118 â–¼-0.9%42,9330.2%Consumer DiscretionaryVBRVanguard Small-Cap Value ETF$15,755,472$780,727 â–¼-4.7%64,8400.2%ETFEFAiShares MSCI EAFE ETF$15,712,058$802,889 â–¼-4.9%151,2520.2%ETFAMGNAmgen$15,238,734$218,720 â–¼-1.4%42,0820.2%HealthcareCMGChipotle Mexican Grill$14,407,466$401,132 â–²2.9%423,7490.2%Consumer DiscretionaryVBKVanguard Small-Cap Growth ETF$14,227,558$766,873 â–¼-5.1%38,9050.2%ETFORCLOracle$13,955,664$6,190,419 â–¼-30.7%95,2280.2%TechnologyPSAPublic Storage$13,806,378$52,203 â–¼-0.4%43,3740.2%Real EstateGILDGilead Sciences$13,542,890$118,507 â–¼-0.9%107,1940.2%HealthcareAPOApollo Global Management$13,396,715$100,445 â–¼-0.7%113,2340.2%FinanceShowing largest 100 holdings. 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