Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

UMB Bank, n.a.

•CIK: 933429•Filing: Q4 2025

UMB Bank, N.A. manages $7.5B in assets with a focus on diversified equity positions, prominently holding UMB Financial, SPDR S&P 500 ETF, and tech giants like Apple and Microsoft. Recently, the fund has made notable moves by adding ITM, SHM, and INCE, while exiting BACRP and BCLYF, and significantly increasing stakes in VBK and QAI, reflecting a strategic pivot towards growth and value opportunities.

Total AUM

$7.5B

QoQ Performance

+10.6%

Positions

2,003

Top 10 Concentration

38.5%

Latest Filing

Q4 2025

Top Holdings Allocation

UMBF

IVV

UMBF7.4%

IVV6.3%

AAPL4.4%

MSFT3.4%

NVDA3.3%

GOOGL3.0%

AVGO2.3%

AMZN2.1%

📈 Biggest Buys

VANGUARD INDEX FDS

+492.8%

1.1% of portfolio

VANGUARD INDEX FDS

+384.9%

1.0% of portfolio

UMB FINL CORP

+11.4%

7.4% of portfolio

VANECK ETF TRUST

NEW

0.6% of portfolio

J P MORGAN EXCHANGE TRADED F

+4731.9%

0.6% of portfolio

📉 Biggest Sells

ISHARES TR

-52.4%

0.6% of portfolio

BERKSHIRE HATHAWAY INC DEL

-20.8%

1.5% of portfolio

PHILIP MORRIS INTL INC

-76.7%

0.1% of portfolio

ISHARES TR

-14.0%

1.0% of portfolio

DISNEY WALT CO

-51.3%

0.1% of portfolio

Sector Breakdown

Other44.0%

Technology21.9%

Financial8.5%

Consumer7.4%

ETF7.2%

Healthcare5.1%

Industrial2.3%

Utilities0.9%

🚪 Exited Positionssold since Q3 2025

—

LIBERTY GLOBAL LTD

SOLD

$22.6M

VERISIGN INC

SOLD

$8.4M

GRAINGER W W INC

SOLD

$7.1M

T-MOBILE US INC

SOLD

$6.3M

—

LIBERTY GLOBAL LTD

SOLD

$6.0M

+1956 more exited positions

Changes from Q3 2025

NEW9 new positions

↑109 increased

↓81 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

NVIDIA CORPORATION

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