Institutional Fund
Umb Bank, N.A.
Kansas City, MOCIK 9334296 filings on record
Portfolio Value
$7.16B
Q1 2026
Holdings
2,284
Reported positions
New Buys
91
Opened this quarter
QoQ Change
-4.7%
from $7.52B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Umb Finl Corp7.4%
- Ishares Tr6.6%
- Apple Inc4.3%
- Nvidia Corporation3.2%
- Alphabet Inc2.9%
- Microsoft Corp2.7%
- Other72.9%
Portfolio Holdings
2,284 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Umb Finl Corp | 4.72M | $532.77M | 7.4% | −86.3K | Reduced |
| 2 | Ishares Tr | 720.8K | $470.81M | 6.6% | +31.0K | Added |
| 3 | Apple Inc | 1.21M | $307.27M | 4.3% | −16.2K | Reduced |
| 4 | Nvidia Corporation | 1.33M | $232.03M | 3.2% | −8.5K | Reduced |
| 5 | Alphabet Inc | 719.5K | $206.90M | 2.9% | −10.2K | Reduced |
| 6 | Microsoft Corp | 516.6K | $191.24M | 2.7% | −4.6K | Reduced |
| 7 | Amazon Com Inc | 729.7K | $151.97M | 2.1% | +50.6K | Added |
| 8 | Broadcom Inc | 473.6K | $146.58M | 2.0% | −26.3K | Reduced |
| 9 | Jpmorgan Chase & Co. | 437.6K | $128.74M | 1.8% | −6.7K | Reduced |
| 10 | Ishares Tr | 1.36M | $123.11M | 1.7% | +72.4K | Added |
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