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Jessica Salas

@Umb Bank, N.a.

Latest period2024 - Q4ReportedManaged Assets$6.323BTotal holdings2063
Assets growth rate-1.57%Assets growth rate (2-Q avg)1.88%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Umb Bank, N.a.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 2063 positions.

Assets under management

The assets under management (AUM) of Umb Bank, N.a. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 6.323B in assets, with a quarterly growth rate of -1.57% and a 2-quarter average growth rate of 1.88%. The portfolio is managed by Jessica Salas, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
Exited
0%
$34.892M
36,747 shares@ $949.52 avg price
DFAEDimensional Fund Advisors Lp
Recent Activity
Exited
0%
$6.383M
232,858 shares@ $27.42 avg price
VIGIVanguard Etf Usa
Recent Activity
Exited
0%
$5.974M
67,671 shares@ $88.29 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$5.191M
13,525 shares@ $383.82 avg price
VGLTVanguard Etf Usa
Recent Activity
Exited
0%
$2.639M
42,881 shares@ $61.55 avg price
VGITVanguard Etf Usa
Recent Activity
Exited
0%
$2.6M
43,039 shares@ $60.42 avg price
BUSEFirst Busey Corp
Recent Activity
Exited
0%
$700,953
26,939 shares@ $26.03 avg price
SMBCSouthern Missouri Bancorp Inc
Recent Activity
Exited
0%
$508,410
9,000 shares@ $56.49 avg price
SSNCSs&c Technologies Holdings Inc
Recent Activity
Exited
0%
$482,365
6,500 shares@ $74.21 avg price
CBFVCb Financial Services Inc
Recent Activity
Exited
0%
$346,285
12,385 shares@ $27.97 avg price