Umb Bank N A 13F Holdings · Q2 2026
Umb Bank N A reported 2,303 securities worth $7.90B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: UMBF (8.45%), IVV (6.86%), AAPL (4.25%). Among its top 25 positions this quarter: 6 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UMBF | UMB FINL CORP | $667.4M | 8.45% | 4.7M | Trimmed |
| 2 | IVV | ISHARES TR | $541.6M | 6.86% | 723,246 | Added |
| 3 | AAPL | APPLE INC | $335.9M | 4.25% | 1.2M | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $263.3M | 3.34% | 1.3M | Trimmed |
| 5 | GOOGL | ALPHABET INC | $252.1M | 3.19% | 705,353 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $191.1M | 2.42% | 512,172 | Trimmed |
| 7 | AVGO | BROADCOM INC | $176.5M | 2.24% | 467,314 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $172.0M | 2.18% | 721,467 | Trimmed |
| 9 | IEFA | ISHARES TR | $133.7M | 1.69% | 1.4M | Added |
| 10 | IJH | ISHARES TR | $131.9M | 1.67% | 1.7M | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $127.4M | 1.61% | 389,201 | Trimmed |
| 12 | IWR | ISHARES TR | $111.7M | 1.41% | 1.0M | Added |
| 13 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $108.6M | 1.38% | 145 | Hold |
| 14 | PGR | PROGRESSIVE CORP | $94.3M | 1.19% | 431,803 | Added |
| 15 | JNJ | JOHNSON & JOHNSON | $92.8M | 1.18% | 365,410 | Trimmed |
| 16 | LLY | ELI LILLY & CO | $91.8M | 1.16% | 76,534 | Trimmed |
| 17 | VUG | VANGUARD INDEX FDS | $85.8M | 1.09% | 996,127 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $81.6M | 1.03% | 87,209 | Trimmed |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $80.7M | 1.02% | 161,216 | Trimmed |
| 20 | VTV | VANGUARD INDEX FDS | $80.5M | 1.02% | 369,456 | Trimmed |
| 21 | IJR | ISHARES TR | $77.5M | 0.98% | 522,678 | Trimmed |
| 22 | TJX | TJX COS INC NEW | $74.8M | 0.95% | 493,660 | Added |
| 23 | CAT | CATERPILLAR INC | $72.5M | 0.92% | 68,125 | Trimmed |
| 24 | WMT | WALMART INC | $69.7M | 0.88% | 615,797 | Trimmed |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | $68.6M | 0.87% | 963,172 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR