Jessica Salas

@Umb Bank, N.a.

Latest period2024 - Q4

Reported2d ago

Managed Assets$6.323B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TFSLThird Federal Savings And Loan Recent Activity Exited	0%	$257,200 20,000 shares@ $12.86 avg price	Exited
LRCXLam Research Corp Recent Activity Exited	0%	$235,031 288 shares@ $816.08 avg price	Exited
PFCPremier Financial Corp Recent Activity Exited	0%	$234,800 10,000 shares@ $23.48 avg price	Exited
EBCEastern Bankshares Inc Recent Activity Exited	0%	$196,680 12,000 shares@ $16.39 avg price	Exited
SCHRCharles Schwab Investment Management Inc Recent Activity Exited	0%	$193,191 3,818 shares@ $50.61 avg price	Exited
OCFCOceanfirst Financial Corp Recent Activity Exited	0%	$177,535 9,550 shares@ $18.6 avg price	Exited
FJANFirst Trust Advisors Lp Recent Activity Exited	0%	$152,048 3,400 shares@ $44.72 avg price	Exited
RMBIFirst Mutual Of Richmond Inc Recent Activity Exited	0%	$129,000 10,000 shares@ $12.9 avg price	Exited
PCEFInvesco Etfs Usa Recent Activity Exited	0%	$124,291 6,306 shares@ $19.71 avg price	Exited
HMSTHomestreet Inc Recent Activity Exited	0%	$118,200 7,500 shares@ $15.76 avg price	Exited