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
TRPTc Energy Corp Recent Activity New Position	0.01%	$47,368 1,018 shares@ $46.54 avg price	New Position
ESGDIshares Etfs Usa Recent Activity New Position	0.01%	$43,248 568 shares@ $76.15 avg price	New Position
BILLBill Holdings Inc Recent Activity New Position	0.01%	$35,070 414 shares@ $84.72 avg price	New Position
DNPDuff & Phelps Closed-end Funds Recent Activity New Position	0.01%	$33,931 3,847 shares@ $8.83 avg price	New Position
FOURShift4 Payments Inc Recent Activity New Position	0.01%	$28,955 279 shares@ $103.79 avg price	New Position
CCCSCcc Intelligent Solutions Hold Recent Activity New Position	0.01%	$28,093 2,395 shares@ $11.73 avg price	New Position
FNDFCharles Schwab Investment Management Inc Recent Activity New Position	0.01%	$25,406 765 shares@ $33.22 avg price	New Position
UCTTUltra Clean Holdings Inc Recent Activity New Position	0.01%	$22,469 625 shares@ $35.96 avg price	New Position
CHWYChewy Inc Recent Activity New Position	0.01%	$19,190 573 shares@ $33.5 avg price	New Position
VRNTVerint Systems Inc Recent Activity New Position	0.01%	$18,172 662 shares@ $27.46 avg price	New Position