Q2 2026 13F · SEC CIK 933429

UMB Bank, n.a.

Bank & trustFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $7.9B
Reported positions: 2,303
Top holdings a year, 3 yrs: +22.8%
Average holding period: 10.4 yrs

UMB Bank, n.a. is a bank & trust that reported 2,303 positions worth $7.9B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Umb Finl Corp (UMBF, 8.5%), Ishares Tr (IVV, 6.9%), Apple Inc (AAPL, 4.3%). A portfolio copying its top holdings returned 22.8% a year over the last 3 years, against 20.4% for the S&P 500.

UMB Bank, n.a. holdings largest 50 of 2,303 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

UMB Bank, n.a. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
UMBFUmb Finl Corp	8.5%	7.4%	4,674,963	-1.0%	$667.4M
IVVIshares Tr	6.9%	6.6%	723,246	+0.3%	$541.6M
AAPLApple Inc	4.3%	4.3%	1,160,739	-4.1%	$335.9M
NVDANvidia Corporation	3.3%	3.2%	1,316,091	-1.1%	$263.3M
GOOGLAlphabet Inc	3.2%	2.9%	705,353	-2.0%	$252.1M
MSFTMicrosoft Corp	2.4%	2.7%	512,172	-0.9%	$191.1M
AVGOBroadcom Inc	2.2%	2.0%	467,314	-1.3%	$176.5M
AMZNAmazon Com Inc	2.2%	2.1%	721,467	-1.1%	$172.0M
IEFAIshares Tr	1.7%	1.7%	1,383,831	+1.8%	$133.7M
IJHIshares Tr	1.7%	1.7%	1,710,991	-3.1%	$131.9M
JPMJpmorgan Chase & Co	1.6%	1.8%	389,201	-11.1%	$127.4M
IWRIshares Tr	1.4%	1.3%	1,012,156	+4.9%	$111.7M
BRK-ABerkshire Hathaway Inc Del	1.4%	1.5%	145	+0.0%	$108.6M
PGRProgressive Corp	1.2%	1.2%	431,803	+0.1%	$94.3M
JNJJohnson & Johnson	1.2%	1.3%	365,410	-0.6%	$92.8M
LLYEli Lilly & Co	1.2%	1.0%	76,534	-1.9%	$91.8M
VUGVanguard Index Fds	1.1%	1.1%	996,127	+478.5%	$85.8M
COSTCostco Wholesale Corporation	1.0%	1.2%	87,209	-1.4%	$81.6M
BRK-BBerkshire Hathaway Inc Del	1.0%	1.1%	161,216	-2.0%	$80.7M
VTVVanguard Index Fds	1.0%	1.0%	369,456	-2.9%	$80.5M
IJRIshares Tr	1.0%	1.0%	522,678	-4.7%	$77.5M
TJXTjx Cos Inc New	0.9%	1.1%	493,660	+3.1%	$74.8M
CATCaterpillar Inc	0.9%	0.7%	68,125	-1.1%	$72.5M
WMTWalmart Inc	0.9%	1.1%	615,797	-1.7%	$69.7M
VEAVanguard Ftse Developed Markets Index Fu	0.9%	0.9%	963,172	-0.5%	$68.6M
METAMeta Platforms Inc	0.9%	1.0%	119,623	-0.7%	$67.4M
JQUAJpmorgan U.s. Quality Factor ETF	0.8%	0.7%	901,926	+4.2%	$65.2M
GVIIshares Tr	0.8%	0.9%	582,564	-5.0%	$61.8M
TSLATesla Inc	0.8%	0.8%	143,617	-1.1%	$60.4M
IWMIshares Tr	0.8%	0.7%	197,237	+2.9%	$59.3M
APHAmphenol Corp	0.7%	0.6%	315,705	-1.2%	$55.7M
CVXChevron Corporation	0.7%	1.1%	328,803	-13.3%	$54.5M
XOMExxon Mobil Corp	0.7%	0.9%	394,360	-1.1%	$53.9M
GEVGe Vernova Inc	0.7%	0.5%	45,876	+8.9%	$53.9M
MAMastercard Incorporated	0.7%	0.8%	102,035	-6.1%	$52.4M
HDHome Depot Inc	0.6%	0.7%	145,009	-10.4%	$51.1M
ETNEaton Corp PLC	0.6%	0.6%	117,792	+5.0%	$50.2M
AMDAdvanced Micro Devices Inc	0.6%	—	85,164	—	$49.5M
VVisa Inc	0.6%	0.6%	140,088	-6.7%	$48.1M
IEMGIshares Inc	0.6%	0.5%	573,155	+8.7%	$47.5M
GOOGAlphabet Inc	0.6%	0.5%	131,035	-1.0%	$46.3M
TXNTexas Instrs Inc	0.6%	—	147,590	—	$44.0M
LINLinde PLC	0.5%	0.6%	83,193	-1.4%	$43.2M
PANWPalo Alto Networks Inc	0.5%	—	125,903	—	$42.9M
PGProcter & Gamble Co	0.5%	0.6%	282,771	-0.7%	$41.5M
NEENextera Energy Inc	0.5%	0.6%	471,252	+0.4%	$41.4M
BACBank of Amer Corp	0.5%	0.5%	713,545	-1.4%	$40.7M
ORLYOreilly Automotive Inc	0.5%	0.6%	433,416	-3.6%	$39.9M
WELLWelltower Inc	0.5%	0.5%	168,493	-2.1%	$38.2M
MUMicron Technology Inc	0.5%	—	32,994	—	$38.1M

What UMB Bank, n.a. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+478.5% shares
GEV Ge Vernova Inc+8.9% shares
IEMG Ishares Inc+8.7% shares

Reduced

CVX Chevron Corporation-13.3% shares
JPM Jpmorgan Chase & Co-11.1% shares
HD Home Depot Inc-10.4% shares
V Visa Inc-6.7% shares
MA Mastercard Incorporated-6.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.1% /yr; S&P 500 +20.1%
3 years: +22.8% /yr; S&P 500 +20.4%
5 years: +12.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$7.9B	2,303
Q1 2026	$7.2B	2,284
Q4 2025	$7.5B	2,279
Q3 2025	$6.8B	2,152
Q2 2025	$6.4B	2,125
Q1 2025	$6.1B	2,105
Q4 2024	$6.3B	2,063
Q3 2024	$6.4B	2,135
Q2 2024	$6.1B	2,129
Q1 2024	$6.3B	2,141
Q4 2023	$6.8B	1,603
Q3 2023	$6.2B	1,685

Questions about UMB Bank, n.a.'s portfolio

What stocks does UMB Bank, n.a. own?

UMB Bank, n.a.'s latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 2,303 positions worth $7.9B. The largest are Umb Finl Corp (UMBF) at 8.5%, Ishares Tr (IVV) at 6.9%, Apple Inc (AAPL) at 4.3%, Nvidia Corporation (NVDA) at 3.3% and Alphabet Inc (GOOGL) at 3.2%.

What did UMB Bank, n.a. buy last quarter?

In Q2 2026, UMB Bank, n.a. added Vanguard Index Fds (VUG) (+478.5% shares), Ge Vernova Inc (GEV) (+8.9% shares) and Ishares Inc (IEMG) (+8.7% shares), compared with its Q1 2026 filing.

What did UMB Bank, n.a. sell last quarter?

In Q2 2026, UMB Bank, n.a. cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Parker-Hannifin Corp (PH), cut from its top 50 Ishares Tr (EFV), cut from its top 50 Blackrock Inc (BLK), Chevron Corporation (CVX) (-13.3% shares), Jpmorgan Chase & Co (JPM) (-11.1% shares) and Home Depot Inc (HD) (-10.4% shares), compared with its Q1 2026 filing.

How has UMB Bank, n.a.'s portfolio performed?

A portfolio copying UMB Bank, n.a.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.1% against +20.1%. Over 5 years: +12.5% a year against +11.6%.

When is UMB Bank, n.a.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. UMB Bank, n.a.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.